Wisdom on Wealth Columns

Making and Keeping Promises

Life is made up of promises, big and small. From marriages, to mortgages, to meals delivered on time, we depend on others—as they depend on us—to keep the promises that have been made. Take the young man who pledges to be faithful to his young bride “till death do us part.” That’s a promise he […]

Feeling Financially Out-of-Control?

“When this new bunch in Washington raises everyone’s taxes, what’s going to happen to the market then?” I get questions like this a few times each week. And my honest answer is “I have no idea.” Will our taxes be raised? Possibly. But since I’m not a prophet, I can’t say for sure—government tax policy […]

How Hard is Your Money Working for You?

Recently I spoke with someone who runs the computer network for a large company. When most employees started working from home due to COVID-19, this man was able to see what each worker was doing all day every day.  “I could save my company a million dollars,” he said. “I can tell who’s working and […]

What an Arctic Blast Can Teach Us

Didn’t see that one coming, did you? We’ve been so focused on a deadly pandemic and unceasing political drama that we missed the onset of…winter. You remember winter, don’t you? Normally in Louisiana, it’s that brief period between the Sugar Bowl and the Super Bowl. At least, that’s the way I remember it. Until this […]

Love Assurance

On Valentine’s Day, what could possibly be more romantic than flowers, chocolate…and life insurance? On second thought, let’s reserve February 14 for sweet notes, roses, and intimate dinners. Do the life insurance part on February 13 (or save it till the 15th). But definitely do it. Here’s why… Life insurance is love assurance. It demonstrates […]

Making Millions on Wall Street?

When you hear about someone making a fortune in the stock market practically overnight, don’t you sometimes think, “Why can’t that be me?” We saw it again in recent days.  In brief, a group of “wolf of Wall Street” types were betting against GameStop, the video game retailer. They were hoping to make millions when […]

Download One of Our Free Guides

FinancialQuestions2021

The 3 Financial Questions You Should Be Asking for 2021

There are countless financial questions you need to wrestle with. None, however, are more important than the three contained in this guide.

Priorities

Priorities

The Key to Discovering, Designing, and Deploying Your Real Life Financial Plan

This free 18-page digital guide will give you step-by-step instructions on how to develop a life-long personal financial plan to give you the freedom to achieve your goals.

DebtFreedom

Debt Freedom

You Can Be Debt Free!

What if we could show you how to get out of debt in nine years or less, including your mortgage?

InvestingBasics2

Investing Basics

How to Build an Investment Strategy

Like every good plan, there is a process involved in developing your investment strategy.

Are You Ready to Get Started?

Schedule a complimentary “Goals and Needs” session with us to learn how financial planning can change your life for the better.

Invalid Email
Invalid Number
Please check the captcha to verify you are not a robot.
Scroll to Top
Speak with an Advisor