Tomorrow is never promised, something that I think we can easily forget. I was in Colorado recently with my family. Our first vacation together since the birth of our daughter last May. I had some time to reflect and think about appreciating the people in…
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Archives for September 2021
Home Buying Process: Steps For Home Buyers
The home buying process can be a long process. My wife and I recently went under contract for what is our “forever home.” The home we expect to spend the next two decades in as our 2 young children grow up, go through their formative…
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Dormant 401k: Should I Roll It Over?
Let’s discuss dormant 401k. You’ve left your job and started a new one or you have finally decided to start your own business. What do you do with the old 401k from your previous employer? 401ks and IRAs have many unique features that may benefit…
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Financial Planning for Business Owners
Today’s post is all about financial planning for business owners. A large portion of the financial planning profession is directed at planning for people that have a defined career path. Work a nine to five job, or who contribute money to a 401(k)-plan provided to…
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