What’s on our mind? You can read about it in our blog. Whether it’s financial ideas or ideas we think can help, you can read about it here. And once in a while, we may throw in a book review, a health tip or some other surprise. So keep checking in. We are grateful to have you reading along.
“Self-worth takes you further than net worth.”—Matshona Dhliwayo In the last email we reviewed your ongoing financial health in conjunction with cash flow. Another way to take stock of your finances is to calculate...Read More
How to Protect Yourself From Identity Theft Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Yet, this convenience comes at a price—a greater risk of identity theft....Read More
10 Best Practices for Retirement Plan Sponsors 1. Determine the Business’s Goals for the plan The Companies and Private Schools that we work with have very generous plans for their staff. We find that reviewing the objectives and...Read More
As we face unusual challenges this year, I thought it would be good to focus on someone who achieved his goals despite facing enormous odds. For most people, Stephen Hawking is the only living physicist they can name. He is well-known...Read More
“Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur, reach for a bucket.” —Warren Buffett In the battle with COVID-19 rages on, and the...Read More