Blog

Veteran’s Benefits Reminder

Happy Veteran’s Day! Veteran’s Day is, for most people, a day to shop for bargains. But for those who are currently serving and those […]

continue reading

Something Wicked This Way Comes

I love Halloween! I admit it. I’m a 51-year old woman whose favorite holiday is Halloween. Just ask my neighbors. While Christmas is a […]

continue reading

Georgia On My Mind – Where You Retire May Impact How You Retire

Do you realize that your state of residence can directly influence your retirement planning? In the state of Georgia, the 2018 average cost of […]

continue reading

When Back-To-School Expenses Trigger Thoughts Of College Expenses

The kids are back to school and before you know it, your little ones will be heading off to college. No doubt you’re already […]

continue reading

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

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.