fbpx

Blog

Business Succession Planning

Business Succession Planning

One of the most difficult yet important decisions that an owner or owners in a business are faced with is how the business will survive or be transferred when they are no longer serving in the same capacity or roles within the business.

read more
Preparedness

Preparedness

When you consider your own preparedness, I would recommend focusing on these four areas of your financial situation.

read more
Financial Planning for Special Needs Families

Financial Planning for Special Needs Families

There can be many challenges for families with medically complex or special needs children: emotional, physical, and financial. Some considerations include increased medical and care costs, an inability to qualify for certain types of insurance or social programs, and planning for their life as an adult if they are unable to financially support themselves or live independently.

read more
Don’t Skip Your Vacation

Don’t Skip Your Vacation

It’s no accident that vacationing creates memories, whether you go on a sabbatical by yourself or take a vacation with your family and friends. When you have a daily routine, the brain tends to go on autopilot, collecting fewer memories. It’s the unusual instances, the aberrations we remember and store for life. Planning for and executing on taking a vacation can be difficult, but we find it to be worth the work.

read more
Post-Lockdown Changes & Predictions

Post-Lockdown Changes & Predictions

It is a rare event that impacts the entire world. COVID-19 has changed our way of life in the short term, with long-lasting ramifications yet to be determined. In the context of our business at...

read more
Your Financial Plan – Boring Equations or a Path to Your Dreams?

Your Financial Plan – Boring Equations or a Path to Your Dreams?

Financial advisors believe strongly in the utilization of a financial plan and what it can do for your future. It is a powerful tool that helps to simplify dozens of variables down to an output that is manageable and quite useful in making life altering decisions. However, the industry has, in many ways, failed to articulate exactly what a financial plan is and, more importantly, what it can do for a motivated individual.

read more