Blog
Recruit and retain top employee talent
As a business owner, you understand the importance of offering an attractive benefits package to recruit and retain top talent. To stay competitive in today’s marketplace, more and more employers are offering what’s called...
Read More
Why work with an Independent Adviser?
Why work with an Independent Adviser? Three words: Long Term Relationship. Why is that important these days? Well, it’s huge. Here’s why. Many financial services professionals work for an institution that requires them to...
Read More
What’s you’re burn rate?
Burn rate (noun) - The rate at which an entity spends money in excess of income. Ex. “We’ll have to cut our burn rate if we want to retire in ten years.” The very first thing you do before even thinking about putting...
Read MoreBeneficiaries Beware
I recently received a call from a client who informed me that her husband was in the hospital and in very bad shape. She needed some help with a few things, so I set an appointment and went out to see her. We were reviewing her...
Read More