Income is the Outcome, Right? Right?

Investors in or near retirement should invest differently than they did in their 30's or 40's.That's because retirement creates different portfolio needs (accumulation vs distribution). In the accumulation phase (pre-retirement), building up your portfolio's value is what matters. In retirement (or in preparation for retirement), there are four keys to [...]

By |September 28th, 2018|Categories: Blog, Financial Planning, Insurance, Investments|0 Comments

Retirement planning mistakes you probably don’t realize you’re making

I read a great article on common planning mistakes, you may not realize you're making. Take a moment to read more. Though retirement can be a fulfilling time in people's lives, it can also be a stressful one. This especially holds true if you fall victim to the following mistakes, [...]

By |September 28th, 2018|Categories: Blog, Financial Planning, Retirement Planning|0 Comments

WEBINAR: Profit $olved – The Changing Landscape of Small Business and How To Position Your Business for Massive Profits and Wealth

Five Takeaways:1. Simple, Proven, and HIGHLY effective system for managing cash. 2. One SIMPLE accounting change that literally changes everything 3. How to Leverage your current habits to become a cash machine 4. How to permanently eliminate wasteful spending 5. How to GUARANTEE you actually see AND feel your profitsICYMI - [...]

By |October 6th, 2017|Categories: Blog, Business Advisement, Knowledge Share|0 Comments

What is Fiduciary?

The following is the definition from person to whom property or power is entrusted for the benefit of another.Fiduciary is an interesting word in the financial planning arena. Many financial professionals throw the word around loosely and claim to be a fiduciary or have the client’s best interest at [...]

By |April 30th, 2017|Categories: Blog, Business Advisement, Knowledge Share|0 Comments


DEAR CLIENTS - IF YOU RECEIVE THIS EMAIL DO NOT CLICK ON IT OR TAKE ANY ACTION...THIS IS AN EMAIL SCAM. THIS IS THE EMAIL THE HACKERS ARE SENDING:Subject: Your IRS Data Require Immediate Action[IRS Logo]Dear IRS User, This is an Important Message regarding your IRS Filing, from the previous year and current year. [...]

By |February 17th, 2017|Categories: Blog, Knowledge Share|0 Comments


Finally, the health insurance rules that apply to small businesses make more sense and allow some benefits.Beginning January 1, 2017, you can install a new qualified small employer health reimbursement arrangement (QSEHRA) and start helping your employees pay for their health insurance and other medical costs, without worrying about the [...]

By |February 1st, 2017|Categories: Blog, Business Advisement|0 Comments
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