January offers us an opportunity to reflect on the year past and consider where we find ourselves in the present. Thanks to 2020, many of us are better prepared to truly believe that anything can happen, and understand the potential …
Congratulations! Are you being considered for a promotion in your current company or being offered a new job? This is an exciting time. It is time to leverage this opportunity to build real wealth. Changing jobs or getting promoted is …
The Coronavirus pandemic is affecting us all. We’ve been staying healthy personally, but our kids have been home from school for weeks, and clients are sharing news of work furloughs, cancelled projects and closed businesses. It’s amazing how fast things …
If you’re like many of our clients, you have access to a retirement plan through your company. The most common type of plan we see is an employee-directed defined-contribution plan, like a 401(k) or 403(b). You probably have a 401(k) …
“My new company gave me this big packet of benefits information. Should I sign up for the …”
- Health Insurance?
- Company 401K?
- Group Life Insurance?
- Long Term Disability Insurance?
- Long Term Care Insurance?
- Transit Checks?
- Flexible Spending or Dependent Care
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out.
Maybe I’ve been spending too much time