Entries by Jeff Gilbert

$1 Million Isn’t What It Used To Be

By Jeff Gilbert It used to be that $1 million was synonymous with financial security and success. Unfortunately, those days are over. While $1 million is still a considerable amount of money, it may not provide the independence you dream about. With the impact of rising living expenses, healthcare costs, and unexpected life circumstances, $1 […]

Our Mid-Year 2019 Economic Update

By Jeff Gilbert Now that we are well into 2019, it’s time to take a look around at the economy. Despite the shaky start to the year, things are looking up! Here’s a quick overview to get you up to speed.   Good Market Days So far, 2019 has been a breath of fresh air […]

We’re Never Too Busy To Help Someone You Care About

By Jeff Gilbert What are the most important things in your life? Family? Health? A sense of purpose? While money may not top that list, it affects every part of your life and can give you the security and stability that positively impacts the things that matter most. But because of its far-reaching impact, managing […]