man selling annuity contract

Is An Annuity Right for Me?

No doubt you have heard of annuities. Maybe you have even kicked the tires on an annuity before, wondering about the downside to something that sounds so good. If you are curious about what annuities are, if you are unsure if they make sense for you, and especially if an insurance agent who isn’t a […]

couple evaluating offer to sell a business

When You Want to Sell a Business and Need a New Advisor

It started as a sneaking suspicion. Then it became a wistful conversation with your spouse on a long, tropical vacation. Now, you think it might be time to get serious about it. It’s time to sell your business. Who do you call first?  A new financial advisor. The Epiphany “I have four advisors but I […]

family client relationships

3 Unique Traits Shared by Our Best Client Relationships

“Few if any of us have the courage to change from a finite mindset to a more infinite one alone. We must find others who share our sense of responsibility, who share our beliefs that it is time to change and who share our desire to work together to do it.”   – Simon Sinek, The […]

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Lessons on How to Invest in a Crisis from Warren Buffett

“Perhaps with a bias, I don’t believe anyone knows what the market is going to do tomorrow, next week, next month, next year. I know America’s going to move forward over time, but I don’t know for sure and we learned this on Sept. 10, 2001. And we learned it a few months ago in […]

early retirement

When Retirement Comes Early

Do you have a date set for when you will retire?  Maybe it’s the day you turn 65, or maybe when you are eligible for your full Social Security benefit. Whether it is imminent or still a few years off, you have probably thought hard about how to prepare your family and your finances for […]