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, […]
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 […]
There are only 2 things we know are guaranteed in life, “Death and Taxes.” Estate planning is the combination of the two. I’m sure this not something you want to think about today. But it is important and if done […]
You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually […]
