Blog
Estate Planning Strategies: Building an Estate Plan Designed to Preserve Your Family Legacy
Estate planning isn’t only for the very wealthy. Rather, it’s one of the most important steps anyone can take to protect the causes and people they care about most. A strong estate plan helps safeguard your family, your values, and...
Read More
The Difference a Comprehensive Financial Planner Can Make When It Comes to Investing
For many investors, the difference between a comprehensive financial planner and an investment advisor who also does some planning isn’t obvious until years down the road, when decisions made in isolation start colliding with real life...
Read More
End-of-Year Financial Checklist: 5 Steps to Take Before the Year Ends
Honesty. It’s such a lonely word, as Billy Joel so famously sings. It takes courage to be honest. And as the year winds down and people begin to think about their financial goals, and how well their financial plan helped (or didn’t...
Read More
The Hidden Value of Financial Planning for Business Owners
Financial planning for business owners. As a (more-than-likely) overwrought and overworked business owner yourself, this may be the last thing on your mind in terms of finances; instead, the day-to-day management of your business takes...
Read More
What Are Business Valuations and Why Do They Matter?
Any business, large or small, is an asset. Understanding the value of that asset is more than a matter of curiosity; it’s an essential part of running a company responsibly. Business valuations are the process of determining the...
Read MoreShow All
Your 401k Plan is “Compliant,” But is it the Best Solution?
Are you offering your employees a comprehensive retirement plan? The IRS and Department of Labor set forth regulations that must be met—timely filings, required disclosures, proper eligibility, and vesting rules—but we believe...
Read More
Is Your Employer’s 401k Plan Administrator Your Personal Financial Advisor?
Nein. Non. Nee. Nej. In any language, the answer to the question posed in the title of this blog is “no.” Your 401k plan administrator is not your personal financial advisor. This is a common misconception. While plan administrators...
Read More
The Title “Financial Planner” Doesn’t Mean You’re Getting Financial Planning
“What’s in a name?” When it comes to William Shakespeare’s Romeo and Juliet, where Juliet uses the phrase to justify her love for Romeo (who comes from a family Juliet’s family is feuding with), she’s trying to get at the notion that a...
Read More
Is the Question “Are You a Fiduciary Financial Advisor?” the Right Question to be Asking?
The question is heard over and over by financial advisors, usually on the first point of contact from a potential client: “Are you a fiduciary financial advisor?”
Read More
Small Business Retirement Plans: A Competitive Advantage in Hiring
Big business may fuel the nation’s headlines but it’s small business that fuels the nation’s economy. According to the U.S. Chamber of Commerce, 99% of businesses in America are small businesses—that’s 33.2 million, employing nearly...
Read More
Mistakes to Avoid When It Comes to Nonprofit Investing
The average individual could be forgiven for thinking that nonprofit organizations have nothing to do with the free market mechanisms that otherwise power the American economy. But anyone who actually runs a nonprofit could not....
Read More
Five Financial Planning Tips for the New Year
It’s customary, and entirely natural, for people to take stock of their lives as one year passes into the next. They may resolve to exercise more, eat better, or stop doing this and start doing that, etc. You know the drill, and so do...
Read More
Financial Planning vs. Investment Management
We have noticed, despite all the efforts our industry is making, that there is a misconception between financial planning and investment management. With that said, it is our industry that has created this misconception.
Read More
Opportunity Lost by Not Working With the “Right” Advisors
In a previous blog, we discussed the appropriate time to hire a financial professional. We’d like to dive a little deeper into that and discuss what’s expected of each party in the relationship—you and the financial professional.
Read More
Why You Should Work with a Financial Planner
Many people don’t have a dedicated financial planner, but why? As someone who’s been one for over 20 years, I've witnessed firsthand the numerous benefits and rewards this partnership can bring. Even so, many still hesitate to seek...
Read MoreThe Top Financial Solutions to Help Attract & Retain Your Key Employees
1. Financial Wellness Program As a business owner, you’re constantly looking to add value. You invest in innovation. You utilize models of efficiency. You follow best practices. But have you invested in employee financial...
Read More