Blog

Expiration Dates

How often do you think about expiration dates? I have noticed that certain family members – who will remain unidentified so I will not […]

continue reading

From Traditional To Hybrid Long-Term Care Solutions

Out with the old, in with the new. I know it isn’t New Year’s but it’s time to discuss a new way to plan […]

continue reading

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 […]

continue reading

Father’s Day Without Your Father

Father’s Day is the day I miss my dad the most. I lost my father in 2014 so this year was the fifth Father’s […]

continue reading

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 […]

continue reading

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 […]

continue reading

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 […]

continue reading

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, […]

continue reading

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, […]

continue reading

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 […]

continue reading

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.