Avoid Unnecessary Investment Risks

“There’s no such thing as a free lunch.” Economist Milton Friedman may have said this, but the phrase’s originally dates back to a 19th century practice in American bars of offering a free lunch to entice the more lucrative drinking customers. The same goes with our investments! In this episode, Richard and Matt talk about […]

Protect Your Legacy: Get a Plan

You have worked too hard to have your entire legacy destroyed due to lack of a plan. Without a proper estate plan, your family could end up paying a lot of taxes and fighting over your assets. Estate planning can be overwhelming, but it is an essential step in preserving your financial future and the […]