Recent Posts What happens to your business if you are gone? If you own a business, you know that it can be challenging and rewarding. You take great pride in being What fees you are paying your Financial Advisor? Do you know how your Financial Advisor is compensated? Do they charge fees? Commissions? Both? Read my quick cheat sheet How much do I need to save for retirement? Simple question with a complicated answer. General rule of thumb on how much you should save for retirement is 10% Do I need Estate Planning? Do I need Estate Planning? We get this question a lot and the answer is……. Maybe! Ok, I know, that Key terms to know about your retirement plan… One of the biggest reasons people don't participate in their company's retirement plan, is they don't understand a lot of A cup of coffee costs WHAT????!?!?!?! First, let me say, I drink A LOT of coffee! I'm not casting stones or in any way advocating you What have the last few months taught us regarding our goals? To say the last four months have been interesting would be an understatement! We have seen the longest government shutdown Are you becoming Retire Ready? What is being Retirement Ready? Quite often, when talking with participants of retirement plans, the most common conversation centers around
