2021 Shred Day Success! First I want to say THANK YOU to everyone who made our 2021 Shred Day a success. We couldn’t have done it without The Rare Ould Times, Dutch Bros Coffee, Chick-fil-A, Vital Records Control, the Housing and Building Association (HBA), and our setup and cleanup crew. But most of all, it…
New Logo, same focus (actually, better focus) If you’ve been to our website lately you may have noticed some changes… and you’ll be seeing more in the coming weeks. A little over a year ago we rolled out 2nd Half Wealth. At Wealth Advisors, it’s always been about the 2nd Half (some read as retirement). We’ve…
Baseball and your investment game plan Spring is here and baseball season is upon us. In the majors, activity still occurs in the off season, as baseball veterans decide to hang up their cleats or re-ignite their careers with a new team. Baseball “experts” pontificate about which team will prevail in the play-offs. This always…
There are all kinds of roadblocks and potholes that must be avoided on the way to a successful 2nd Half. Too many times I find the biggest roadblock is simply PROCRASTINATION. How many times have we said “I’m going to organize the basement,” or “clean out the garage this weekend?” Then, it turns out we…
The Value of Double-Checking Your Retirement Strategy As you approach your “2nd Half,” does it need to be adjusted? Motivational speaker Denis Waitley once remarked, “You must stick to your conviction, but be ready to abandon your assumptions.” That statement certainly applies to retirement planning. Your effort must not waver, yet you must also examine…
With recent high-profile cyber-attack events in the news, you may be wondering about the security of your personal information and finances. We recognize that you have entrusted us with your personal information and finances, and we value this trusting relationship with you. We want to reassure you that Wealth Advisors and LPL Financial takes cyber-security…
Cyber Security Questions about the Safety and Security of your Information What can I do to protect my personal and private information from a cyber-attack? Questions about the safety & security of your personal information What can I do to protect my personal and private information from a cyber-attack? Ensure your anti-virus program is…
At Wealth Advisors, it’s all about the 2nd Half. For some I’ve talked to you’ve heard these words. Others maybe haven’t had the opportunity hear me mention it or see the new signs in our office yet. I think more about your “2nd Half” rather than your “retirement.” To be honest, I can’t recall an…
