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There is no reason why wealth managers and financial planners can’t help everyone… There, I said it! Why do I do it? I just simply choose to help the person who doesn’t have much. It doesn’t make “business sense” and it definitely isn’t “profitable”, but I just cant help it. I see a person in […]

This question is impossible to answer generically… Why? because it’s purely based off individual perceived value. The concept of exchanging something of perceived value (money) for a service/product that has equivalent perceived value has stood the test of time for humans. We have done it day in and day out for millennia. What about Financial

What I like to call… Financial Integrity I frequently speak with people about their goals and objectives and hear all sorts of things. Granted, everyone is different and there is always variation between clients. This is because we’re all different of course (not that you didnt know that already). In my conversations with folks, I

We are getting multiple questions from people we work with about how to prepare for a recession and/or depression. Provided below is some food for thought on how to best cope with uncertainty.

As we all try and navigate through this difficult time, we would like to relay information on recently passed bills that have come into law during the coronavirus economic halt. Source: congress.gov regarding the recently passed bill H.R.6201 This bill responds to the coronavirus outbreak by providing paid sick leave and free coronavirus testing, expanding

Did you know that over 98% of business owners do not know what their business is worth? Planning for the future for your business or your life, in general, is difficult when you don’t know how much your most valuable asset is worth. This is the reason for understanding what “Fair Market Value” is, and

Who do you call? What should you look for?

Business Planning should be as much about what’s to come, as it is to prevent against. -Carl Grande Starting your own business can be a very exciting, daunting, wonderful, painful experience! Oneof the many blessings of being a business owner is speaking and collaborating with other businessowners in times of need. You may know some

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