• Retirement income planning

    I'm Rick Loek & can help you plan for retirement income

  • Medicare Planning

    I'm Mary Lee & I'll help you with your Insurance & Medicare

  • Income tax planning

    Planning for Income Taxes is a year-long commitment

  • Social Security Maximization

    Social Security Maximization There are 1000's of ways to file for benefits

  • Income For Life The #1 concern in life is running out of money

Thrive Academy

I’ve know of Jesse I Sharla for a few years now.  Today I received one of their marketing emails.  This one really has my attention and I thought I would share it with you, the rest of the people on the Internet, Facebook, etc. A great system to help business people meet new prospective clients….

Ruthless Compassion

In 2014 during one of our mastermind meetings I coined the phrase, “Ruthless Compassion.”  I am very committed to being compassionate.  However, being firm or ruthless can seem harsh. Therefore, Ruthless Compassion ™ was born

Set your mind to it

I was a the 21st Century Democratic club meeting on Friday, November 13, 2015.  An amazing conversation about homelessness, the financial impact and what we can do to move about and beyond homelessness.  Jennifer Loving of Destination Home spoke.  Very engaging.  I spoke up that none of the solutions will take three years.  They can…

ADHD – my life, my power

TedxCMU – Stephen Tonti.  Hello, I’m Rick, Richard or Ricky.  I too have been known as ADHD.  ADHD – my life, my power!  This guy, Stephen Tonti, is able to articulate how wonderful life is when you have a higher ability to focus, rather hyper-focus, on many things at the same time.  However, the other…

AARP

This is the placeholder for my AARP resources. Please use and share this information with others. I realized after posting this I need to be transparent – AKA no hidden agenda.  I do not receive, nor want, any financial benefit from your checking out these links.  Even if you buy something. Password Testing How strong…

The words exist

I have said for a year now, “the words exist.”  Sounds like an incomplete thought, yes?     Please enable Javascript to watch this video

A quick update on my brother

You may have read my story about finding my brother.  I have not said much since then other than my visits to the homeless task force meetings. My brother was able to stay at with my son for about 90 days and then he transitioned into a Transitional Housing Unit (THU).  He has been there…

I feel so special – life as an introvert

The way I see life as an introvert is like this, at times I can be just as social as most people.  However, most of the time I am simply enjoying resolving life’s opportunities in my head.  Said differently, living as an introvert. When people think they know me they would swear I am an…

Nothing more fulfilling than love

I had the opportunity to enjoy a dear friend’s 89th birthday.  This is her thank you note: It says: There isn’t enough thanks to give you for all you do and the the kindness you show Sylvia and I. My birthday dinner was wonderufl and especially sharing it with Mary, You, Robert + family. If…

Homeless and someone gave him $100

What would you do with $100?  This will make you tear up – guaranteed! When my son and I set out to find my brother we did not know what we would find or who we would meet.  I promise you we met people with huge hearts just like this man.

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