“We aren’t taking initiative because we are counting on fear as a reason to keep from doing things.” – Caroline Paul, author of “The Gutsy Girl: Escapades for Your Life of Epic Adventure.” While Caroline wasn’t necessarily talking about women […]
Educational Articles
In case you missed it, 2018 was the first year that the U.S. military introduced its new retirement program called the Blended Retirement System or BRS. This has already impacted thousands and will continue to encourage additional retirement savings for […]
On Friday, August 31, 2018, President Trump signed an executive order which aims to make it easier for small businesses to join together and provide their employees with retirement plans. The order also directed the Labor and Treasury department to […]
Clients ask a lot of great questions, and with each year’s enhancements in technology and access to information, the questions only seem to keep getting better. However, there are questions I hear from clients and prospective clients that are relatively […]
It seems as though there is a “National Day” for just about everything. Obviously, there is Mother’s Day, which everyone knows. You also have some interesting “official” days such as National Lighthouse Day, National Happiness Day, or even National Donut […]
The article below is different than most. The majority of what we send out to our readers is educational material that we write for the average investor. On occasion, however, Adam Koos is asked to write for magazines written for other […]
In financial planning I get to see my fair share of ugly. The millennial dealing with piles of credit card debt and barely making the minimum payments, because she has never seen a budget. A divorcee whose husband always handled […]
We all have moments in our lives that become engrained in our minds forever. Whether good or bad, these memories often make a huge impact on your attitude and outlook on life. I made one of those memories just this […]
The leaves are falling, and the seasons are changing, but I couldn’t let the month of October come to an end without first mentioning breast cancer. If going through the checkout line at the grocery store and being asked to […]
In the Beginning… Ten years ago, Paul J. Gire, a financial planner and CFP® professional, wrote a ground breaking research paper that sent shock waves rippling through Wall Street. The article agitated financial advisers, frustrated the status quo being promoted […]
