Biden Tax Plan

I wanted to briefly touch on President Biden’s tax plan that he unveiled last night. Over the past several days it has dominated the headlines, with snippets appearing here or there, but in the end, the best action I can recommend at this time is no action. In my opinion, the rates discussed are notContinue reading “Biden Tax Plan”

Epsiode 5: Ben Johnson

Join us for an insightful discussion with Ben Johnson of Morningstar about A.N.T.’s…What they are?, how they operate?, and if they are gaining traction in the financial industry…

Money Lessons from Uncle Jack

During the previous 2 episodes, Dr. Brad Klontz discussed money scripts & money stories. After Brad & I recorded our episodes our family experienced an unexpected event. And I thought this was a an opportunity to share with you a peak into my money story and the influence my uncle had on my money scripts.

Follow My Blog

Get new content delivered directly to your inbox.

About Mike

Learn more about the man behind the words here.

Work with us

Learn more about Flagship Wealth Management Group here.

Reach out

Send us an email.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: DC, FL, IA, IL, MD, MI, MN, NC, NE, NJ, OH, OR, PA, SC, TX, VA, WI.