Category Archives for "Updates"

Leave a Lasting Legacy: Consider Your Impact on the World

Leaving a lasting legacy - image of forest and small globe depicting the earth

Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck in a pattern of living life day by day, but your legacy isn’t something you make time for; your legacy consists of the choices you make every single day. It’s […]


What the SECURE Act Means for Your Retirement

Government building with text

On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make it easier for Americans to save for retirement. Though this may sound simple enough, as with most laws, the reality is far more complex. The SECURE Act includes changes that affect […]


How to Make Your 2020 Resolutions Stick

Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution are not always the same thing. If you’re like most people, New Year’s resolutions are often long forgotten by mid-February, if not sooner. But it doesn’t have to be that […]


Is Your Buyout a Sell-Out?

If you work for a major corporation, you may have been offered a pension buyout. If you haven’t, there’s a good chance it’ll happen sooner than later. That’s because corporations want to reduce their pension liability. Let’s be clear, future pension liabilities can be a gigantic financial burden. Getting the liabilities off the books is […]


Looking at the Short Term

We are continually advising our clients to invest in the long term…to be patient…to not watch the stock market every day because we’re not only concerned for their financial health, we want them physically and emotionally healthy as well. I’m not saying that watching the stock market rise and fall each day will cause ulcers […]


Thinking About the Unthinkable

We all know we’re going to die. It may not be tomorrow. But we know it’s coming. That’s why we buy life insurance. We want to make sure those who survive us are taken care of. What we almost never think about is becoming disabled and not being able to provide for ourselves or our […]


The Curtain Lowers

The perfect time for an entrepreneur to plan an exit strategy is during the development of the business plan. The exit is always part of the plan of the “serial entrepreneur,” who grows and develops a business, sells it for a great return on investment and goes on to the next business. However, if you’re […]


How Business Grows

Once your start-up achieves profitability, your next goal as an entrepreneur, should be growth. Profitability is a primary goal for any company. Without profits, a company can only last until its source of financing evaporates. When profitability is attained and sustained, your next goal should be growth. I say “should be” because there are people […]


Less Taxing Strategies

Benjamin Franklin, for whom our company is not named, is said to have written these infamous words, “In this world, nothing is certain but death and taxes.” The difference between death and taxes is you can’t die “less” than someone else; you can, however, pay less taxes. How you do that totally depends on your […]