by mlima4 | Mar 11, 2021 | Uncategorized
View your Financial Life. Anytime. Anywhere. We are excited to announce that the WealthBuilder Planning app is now available in the Apple Store (Android version coming soon!). Please download the app and make sure to write a nice review! Of note, the app offers a... 
by mlima4 | Jul 17, 2018 | Investments
It’s easy to let investments accumulate like old receipts in a junk drawer. WATCH VIDEO 
by mlima4 | Jun 9, 2018 | Retirement
Tip: Nearly 80% of workers expect to work for pay in retirement, but only 29% of retirees actually have done so. Source: 2017 Retirement Confidence Survey, EBRI Retirement can have many meanings. For some, it will be a time to travel and spend time with family... 
by mlima4 | Jun 9, 2018 | Investments
Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’ve experienced one...