Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
For years we’ve suggested cyber coverage to all our business clients. What started with businesses moved over to the personal insurance world via home, auto, or umbrella policies. Now almost every policy we write includes some sort of cyber coverage. Let's explore the ins-and-outs of cyber insurance for you personally.
Tech support scams and phishing attacks are becoming increasingly sophisticated, making it crucial to stay vigilant. A recent incident involving a family friend highlights how easily fraudsters can gain remote access to a victim’s computer, install malware, and steal sensitive information. Read more to learn what to do if someone you know is compromised and discover actions to take to help stay secure online.
Let's dive into why your financial review meetings are as Important as the dentist appointments.
Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
The key to it all is intentionality, which may seem odd when the subject is random generosity. But if you’re not intentional about carrying cash, being aware, and engaging people in need, you’re going to miss the opportunity to experience even more joy during the holiday season!
Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
Let's dive into why your financial review meetings are as Important as the dentist appointments.
Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
The key to it all is intentionality, which may seem odd when the subject is random generosity. But if you’re not intentional about carrying cash, being aware, and engaging people in need, you’re going to miss the opportunity to experience even more joy during the holiday season!
Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy. Let's take a look!
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.
It’s that time of year — you know, the time when you receive a large envelope from your insurance company with your renewal documents. Do you look at the documents? Check out a few of the items we’re seeing in the marketplace today.
Selling a business involves numerous considerations, particularly the tax implications for key shareholders. There are potential tax advantages available to business owners and key employees that can help mitigate these costs. Let's take a look.
Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you.
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
