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What's on the Horizon?

Check in here often to see our thoughts and where the industry is going, and to get some new ideas on how to approach and achieve your financial goals! 

 

Tuesday, February 18, 2020

The 12 Steps to Living Confidently: The Small Business Dream Thinking about starting a small business? Join the club – 97 percent of US employer firms are small businesses, a total of 27.9 million.1 What’s more, over 500...

 

Thursday, February 13, 2020

Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past decade as hiring managers and business owners competed to lure in the top talent. However, as the workforce...

 

Monday, February 3, 2020

Millennials are do-it-alls and have-it-alls — in a good way. Research shows they far outpace other generations in focusing on these life priorities:1 Traveling Having a rewarding career Being recognized for accomplishments...

 

Tuesday, January 28, 2020

Roadblock #10 Financial Disorganization If you’re not sure what you have, then how do you know it’s perfect? When asked about where you are currently with your finances, do you know… How much you save every year? How...

 

Monday, January 20, 2020

Remember that family reunion you wanted to forget? You barely got through it by trading jokes with your great uncle over servings of marshmallow salad. Well, it turns out it was a day to remember for him. In fact, he left you money in...

 

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Thursday, January 16, 2020

Term life insurance may be an effective way to begin a personal life insurance portfolio. This product allows you to insure your full and complete Human Life Value, which is an essential element of achieving overall Financial...

 

Monday, January 13, 2020

Buying your first home is a big decision that involves a major financial commitment, so you want to make sure you approach it smartly. Here are some important tips to help you make this decision. 1. MAKE SURE HOMEOWNERSHIP IS RIGHT FOR...

 

Tuesday, January 7, 2020

It’s fun to daydream about a better financial future. But, unfortunately, too often people stay stuck in their dreams and don’t take action. Yet, as author Annie Dillard has observed, “How we spend our days is, of...

 

Thursday, January 2, 2020

401(k) Plans Are Not Just for Big Businesses Many small businesses are one person businesses. If this sounds like you, you might want to consider opting into a Solo 401(k) Plan. A Solo 401(k) plan is for a one-person business and may...

 

Friday, December 27, 2019

Roadblock #8 — Self-Insurance Mistakes Insurance should be the foundation of your financial picture. It’s hard to find a person who’s had an insurance claim say, “You know, I really just had way too much...

 

Monday, December 16, 2019

Roadblock #7 - Short-Term Debt It’s a Fact… People who can learn to live debt free will create significantly more wealth over time. What is short-term debt? Have you ever bought something you couldn’t truly afford...

 

Tuesday, December 3, 2019

Roadblock #6 - Mortgages of Less than 30 years Have you ever felt that you should pay off your house ASAP? It’s important to someday have a house that’s free and clear, but to approach that in a way that if the world...

 

Sunday, December 1, 2019

Roadblock #5 - Expensive Mortgage & Car Payments Cars: People tend to roll out of and into another car every 5 or 6 years these days. It’s not uncommon for a household to lose well over $1 million of wealth due to car buying...

 

Friday, November 15, 2019

Roadblock #4 - Low Savings Rate Have you ever asked yourself questions like how much money did I save last year? And what is the right amount to be saving annually? Most people have and what few people know are the real answers. Your...

 

Monday, November 11, 2019

The 12 Steps to Living Confidently: Horizon, Risk Tolerance, and Compounding Investing for retirement may have a simple premise: make sure your savings are working hard, so when you stop working, you can live comfortably on your...

 

Friday, November 1, 2019

Roadblock #3 - Over Reliance on a 401(k) Plan How do taxes affect your overall financial picture? If you think about 401(k)’s, it’s the tax advantages that really draw you into that strategy itself, and yet there are some...

 

Thursday, October 24, 2019

How to Jump-Start Your Financial Strategy for Retirement As you think about your retirement strategy, now is the time to get your finances in the best shape possible. Here are some financial strategies for retirement that can help make...

 

Tuesday, October 22, 2019

 

Wednesday, October 16, 2019

The Pros and Cons of 529 College Savings Plans If you are like most Americans, meeting the future financial obligation of sending your child to college requires years of disciplined saving and intelligent investing. One strategy for...

 

Tuesday, October 15, 2019

Roadblock #2 - Chasing Rate of Return and Market Timing Fact or Fiction?...In order to someday have a high level of reward you have to accept and buy into a high level of risk. FICTION. The fact is, it IS possible to have a high reward...

 

Friday, October 11, 2019

Business Boosters: Can Your Business Survive Without You? If you didn’t show up tomorrow, would your employees be able to go it alone? Whether you’re just taking a vacation, taking a leave of absence due to illness or...

 

Tuesday, October 1, 2019

Roadblock #1 - Need and Goal Planning Stated financial objectives can actually be a detriment to the financial future that you so richly deserve. Think about your clearest financial goal. It's a number isn't it? Some amount of money to...

 

Thursday, September 26, 2019

Myth “Of course I have life insurance. But I’m too young to worry about disability income insurance.” Reality Most people understand the need for life insurance. Yet, the truth is, a long-term disability can be just...

 

Thursday, September 26, 2019

Click here to take the Financial and Emotional Confidence Quiz!

 

Thursday, September 26, 2019