February 3, 2020

If you are like most small business owners, you may find it difficult to plan your future. This is usually because the unknowns exceed the knowns. You might ask yourself; Will the economy stay booming? Will the regulation change? What will happen if I pass away early? How much is my business worth? You might […]

Most clients would agree that their home is their biggest asset and while that might be correct as far as the value, it does very little to enhance lifestyle in retirement. Let us share an industry term that financial advisors use to describe someone who has significant assets, but tied up in the walls: House