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The Similarities Between Solving Puzzles And Financial Planning

Do you love puzzles or find them frustrating? As a consummate puzzle lover and solver, I bring skills to financial planning that echo those […]

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What Fuels The Fear Of Annuities

I’ve thought about this long and hard: Why are people afraid of annuities? In my experience I have found that most fears come from […]

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Living Together Happily Insured Together

The holy institution of marriage. Two people joining their lives together for a variety of reasons. Typically couples marry to make a family, though […]

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Over 60 And Waiting For The Other Shoe To Drop

You’ve probably heard the expression, “waiting for the other shoe to drop.” The anxiety compressed into that expression is visceral. It almost makes you […]

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Asset Based Long-Term Care Coverage Gives You The Power Of Leverage

Leverage is something most business people and investors know about and seek to achieve. It is a powerful advantage. Yet, as a financial advisor, […]

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Pre-Planning Is A Better Option Than Crisis Planning

Crises during retirement can come in many forms. It may be job loss, unexpected divorce, unreimbursed catastrophic medical expenses, natural disaster, lawsuit, relocation, disability, […]

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What You Focus On…

Have you ever heard that what you focus on expands? I love that expression. I heard it years ago and have taken it to […]

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Year-End Financial Review Can Reveal Regrets And/Or Room For Improvement

Every single human being is like a snowflake. Each different in so many ways. Every person’s fingerprints are unique, personalities are unique, and each […]

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The Successful Handling Of A New Age Financial Balancing Act

I’m seeing a growing trend among some of my clients. Many clients are coming to Red Feather Financial who married and had children in […]

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Why So Many People Have A Love Hate Relationship With Insurance

I know I’m not alone in my love hate relationship with insurance. One reason I’m certain of this is because I co-founded a company […]

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Investment Advice offered through William Joseph Capital Management, LLC, a registered investment advisory firm headquartered in the State of CT and registered in CT, NC, GA, TX, and FL. Additional services offered through non-affiliated companies. | Lower fees for comparable services may be available from other sources. | PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE OR RESULTS | NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE |NOT A SOLICITATION TO BUY OR SELL ANY SPECIFIC INVESTMENT, STRATEGY, OR SECURITIES.