It is often easier to explain difficult financial concepts using videos over words alone. Join us as we try to make your world financially simple.

February 16, 2018

I Just Inherited Money! Now What?

Have you ever been the beneficiary of a nice little sum of money or some other inheritance? If so, you know deciding what to do with inherited money can be tricky, but it doesn’t have to be. Here are a few ideas on what to do with the unexpected cash — HINT: these tips can also be a good way to make use of your tax return if you get one!  
February 8, 2018

Two of the Most Common Exit Planning Mistakes Made by Small Business Owners

I was reading a report by the Exit Planning Institute, about a study of business owners and their readiness to retire. The result really surprised me! There were two statistics that I thought I needed to bring to your attention. These stats literally just blew my mind. I mean they are just unbelievable!
January 18, 2018

Don’t Invest Conservatively IF…

Recently, I had a client ask a question concerning his 10-year plan. He’s planning to sell his business, so we are working toward growing the value of the business in preparation for the eventual sale. Along with his business, he has this really, small retirement account. Which if I’m being honest, most business owners are not focusing on their retirement accounts. I’m a business owner that doesn’t concentrate on funding my retirement account. I have accounts set aside for that purpose, however, for the most part, I pour my time, energy, and income into my business. In fact, most business owners do that.
November 16, 2017

Ten Types of Investment Risk: Finance 101

 It never fails—when I have new clients coming in, they say they want all of the upside but none of the downside. Basically, they want their investment cake and to eat it too. However, the truth is you can’t invest without taking some risks. You need to understand the types of risk in investing that warrant concern and the types that are best left to the experts to worry about. Let’s discuss the types of investment risks and their causes.
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