The Goose That Laid the Golden Egg - Your Business

June 6, 2017

As a business owner, you spend a lot of time working to make your business succeed. But have you spent the time to protect it or the “golden egg” your business has laid?


The Responsibility Club

May 30, 2017

With around 80 million Baby Boomers in retirement or entering retirement, it doesn’t matter if you are one of them or part of Generation X, you might not be able to obtain the same pensions and government benefits your parents enjoyed, thereby placing a much larger burden on your own children and bringing them into the same club.


Surprising Reasons to Be Proactive Towards College Planning

May 23, 2017

When it comes to funding college education there is not a one size fits all formula. Planning early for college can be life changing. Not only are there possibilities to graduate with a thriving sense of purpose, but also better health and increased financial security. When paired with the college education, stepping stones are created for a successful future.


Do You Cut and Paste Your Decisions About Money?

May 17, 2017

Many individuals make the assumption that money is about money. Well, it is and it isn’t. Money is a tool…but how it is earned, saved, invested, maximized, leveraged, taxed, lost, protected, spent, given, or inherited can be done in a million different ways. How can the word on the street be the right thing for you, your unique situation, your family dynamics, your past, your future, your goals, your feelings about risk?


Is Your Retirement Portfolio Built to Last?

May 9, 2017

The only guarantee is that there are no guarantees in life. When you retire there is no guarantee what the next three years will be. And, if you are retired, there is no guarantee what the next three years will be. The key is to plan for just this.


Did You Miss This in Your Retirement Plan?

May 2, 2017

Have you considered your marital status during retirement – and its financial and social impact on you? According to the US Census Bureau, 42.4% of people over age 65 were single in 2015 and 1 in 4 of those was a widow or a widower. So whether you are already single or believe you will never be single - this is for you.


Long-Term Care Insurance

April 25, 2017

I urge you to consider long-term care planning as a chapter in your estate plan. Yes, long-term care insurance is lousy, but it may be the only option. Would be worth giving up ½ of 1% of the return on your estate to protect your estate? Just remember plan for it when you don’t need it, because when you do need it; it will be too late.


Estate Planning for Blended Families

April 18, 2017

According to the US Bureau of Census, 1,300 new blended families form every day. Sadly, too many estate planners employ a canned estate plan that only employs solutions for traditional families when simply traditional planning does not work!


Our Economy

April 10, 2017

If today is the first day of the rest of your life, how long will that be? 20 years…30 years…40, 50? People don’t plan to fail; they just fail to plan.


Chance for Tax Reform Better Next Year

April 4, 2017

Don’t let Uncle Sam stick you with another 2016 tax bill. Here are 7 deductions that allow you to not only keep, but potentially grow your money.