Sometimes we need a little help with what EXACTLY a financial term means. We have built this dictionary to address this very need.

June 29, 2018

Pros and Cons of Selling Your Business to Employees Using an ESOP

When it comes to transitioning yourself out of your company, one option is selling the business to employees. A method of doing this is by setting up an Employee Stock Ownership Plan (ESOP). Although the implementation can get complicated, an ESOP can offer owners and employees many benefits over other stock buyouts. Let’s dive into the pros and cons of ESOPs as a way to sell your company.
August 23, 2017

Continuing Education: My Top Financial Websites

One of the commitments I made when becoming a Certified Financial Planner™ was carrying out the four Es. Those Es stand for Education, Examination, Experience, and Ethics. When it comes to education that particular one is near and dear to my heart. I am passionate about learning and feel it is a lifelong commitment in all areas of life. Recently, someone asked me, ”Justin, how do you keep growing as a financial planner? What are the top financial websites you read and visit often?” So today I’m going to give you some insight on how I stay abreast in the financial world with my weekly reading list, which I consider one of the ways of continuing my education.
August 3, 2017

What is a CEPA and the Reason I Became One?

If you’ve been on this website much you have more than likely seen the mention of my designation: CEPA. Now, you are probably wondering “what is a CEPA?” So in this article, I am answering multiple questions: what a CEPA is and the value to people in the business world.
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