Humans don’t deal well with change, it is our nature to stick with the status quo and resist the unknown. It’s tied to our deep-seated biological drive to survive. If you’re uncomfortable with discomfort, you turn away from uncertainty and change. The last few…
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You’ve worked hard, built a business, bought your dream home and started a family. Your income covers your expenses (with some left), you’re maxing out your 401(k) contributions, saving for college and even putting something aside in an investment portfolio. You’re in great shape to…
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If you’re a business owner, you know that building a business is all about taking risk.  You put your belief in yourself, invest your money, give your time to create something that can grow and succeed.  We know that your business will fund your retirement…
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Building and running a business requires many different skill sets. You’re often the development head, the chief strategist, the head of marketing, and you know every role from the ground up because you created them. But stepping back from the day-to-day and looking at your…
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  Donor Advised Funds: Tax Benefits, Growth and Control Donor advised funds have been around for decades, but they’ve only become popular vehicles for charitable giving over the last several years. They offer immediate tax benefits, as the assets or funds in the donor advised…
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For many of us, there is more to living our best life than trying to accumulate the most money. That ethos speaks to the growing popularity of investment choices based on values, including environmental concerns, religious beliefs and personal preferences. To satisfy that increased investor…
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Estate planning isn’t just about protecting your assets – it’s about protecting yourself and your people. A thoughtful plan can ensure that your feelings about religion, medical care, what types of treatments you’ll receive or where you want to be cared for are respected if…
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Employees of publicly traded companies are often granted company stock as part of the compensation package. From a portfolio management perspective, holding outsize amounts of stock in the same company that provides income can increase risk. If the business were to become wobbly, not only…
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If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you can do now, whether or not the sale is imminent. Get Your Ducks in a Row And by…
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You take a huge amount of risk in building a business. You risk your money, time, and more in the belief that you can create something that can grow and succeed. But whether your business will fund your retirement plan, or you hope to create…
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