You have financial goals. Your spouse has goals. Your neighbor has them. Your co-worker has them. I know you have them. But if I put you on the spot, you will probably stutter and say something like, “I want to […]
Have you ever thought about what would happen if you or a family member were no longer able to live independently? What if your elderly parents were no longer able to drive or perform basic activities of daily living, […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. I receive disability insurance payments. Are they […]
Monday: Throwing a big bash? Borrow things from friends and family, don’t buy for a 1x use! #MSTD Tuesday: Get financially organized and know your surpluses and deficits! #MSTD Wednesday: Do you know how much your investments cost? Pay attention to […]
Reward Executives Today But Pay Later It’s hard for small businesses to stay competitive today. Competition for the best and the brightest employees, even in tough economies, is always challenging, particularly when compensation funds are limited. A deferred compensation plan […]
