Entrepreneurs
Estate Planning for Business Owners
Business owners: Is your family, wealth, and legacy protected? Tune in to learn the 4 key areas your estate planning must cover!
Read MoreGUIDE: How to Build Generational Wealth
Generational wealth guarantees financial wellness for the people that matter to you. In this guide, Financial Advisor Josh Duncan discusses how to build generational wealth.
Read MoreAngel Investing in a Local Business – Is it Worth it?
Interested in angel investing in a local small business? Then you need a strategy. In this article, Curt Stowers discusses what to know before angel investing in a local business. Read here.
Read MoreThe Value Of Time
Time is a SCARCE resource and money is an ABUNDANT resource
Read MoreWhat Is Retirement?
The best time to plant a tree was twenty years ago. The second best time is today
Read MoreSix Sigma and Financial Planning
Today I’m going to show you how you can apply the basics of Six Sigma to build your personal financial plan
Read MoreMy Four Favorite Podcasts
These are the four podcasts that I listen to EVERY week. I would encourage you to take a listen to each of these and see what you think / see what you can learn
Read More5 Steps to Becoming a Better Entrepreneur, Business Leader, or Family Member
One of my favorite quotes is from Covey “All things are created twice.First mentally.Second physically” In this article we introduce a five step process
Read MoreHow Families Can Calculate Retirement Income Wants versus Needs
Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.
Read MoreFinding A Financial Advisor Even Your Mom Could Trust
You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…
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