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News & Insights

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What I Wish I Had Known About Money When I Was Younger

When we’re young, it’s easy to postpone making the best financial decisions for the future. Many of us were never taught the importance of retirement, investing, or financial planning, and we only made decisions based on what we knew at the time. As we get older, we realize the importance of planning for the future and often wish we had started sooner.

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The Business Owner Exit: How to Navigate the Succession Process

From that first spark of a creative idea to managing a full-fledged operation, choosing to run a business is not for the faint of heart. And, it’s not only work–it’s personal. Your business represents your hopes, dreams, and, yes, your finances. That’s why it’s important to plan for when and how you’ll transition out of your role as a business owner as you near financial independence. From that first spark of a creative idea to managing a full-fledged operation, choosing to run a business is not for the faint of heart. And, it’s not only work–it’s personal. Your business represents your hopes, dreams, and, yes, your finances. That’s why it’s important to plan for when and how you’ll transition out of your role as a business owner as you near financial independence.

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Is a Vacation Home Really an Investment?

The temptation to buy a vacation home can be overwhelming while basking in the sun on a white, sandy beach or enjoying the view from your cabin window. But don’t let your emotions cloud your judgment when it comes to this significant decision. If you desire to turn your daydream of owning a vacation home into a reality, it’s essential to first consider if this is truly a good investment for you and your family.

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The 4 Biggest Financial Mistakes I See

Financial mistakes come in all shapes and sizes. Some mistakes are easy to recover from and can end up being a good life lesson. Other mistakes can have lifelong impacts and may permanently affect the kind of lifestyle that you’ll be able to afford in retirement. These are the mistakes we want to help you avoid.

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