What am I missing when it comes to my finances? This is one of the most common questions we hear from prospects and individuals seeking advice, and one area that individuals consistently overlook is ensuring they earn a reasonable rate of return on their cash...
Question: My father recently passed away and he left a significant inheritance to me and my siblings. My father had a successful career and was always very careful with his money. Now I will be receiving over one million dollars from his estate. This is more money...
2024 Year in Review: The past year brought the steady supply of news and uncertainty that is expected from an election year and widely divided electorate. While elections are always front and center, 2024 seemed to provide even more than the typical storylines with...
There are many different paths that lead to financial freedom and independence, but as we laid out in our blog post on The Misperception of Wealth, the majority of individuals who have accumulated wealth have taken a very similar approach which entails beginning to...
On August 1st, 2024, a class action lawsuit was filed against Jerico Pictures, Inc. otherwise known as National Public Data, alleging a massive data breach that appears to impact nearly all Americans. The lawsuit alleges that National Public Data, a background check...
Last month, we discussed term life insurance and the important role it plays in protecting your family’s financial future. While term insurance does a great job of providing financial protection in the event of an untimely death, should families use other types of...
Discussions of life insurance require us to consider life and death issues which aren't always easy to think about. Facing our own mortality forces us to answer questions and consider scenarios we’d rather pretend do not exist. While we’d rather believe life will go...
John was sitting at his desk. It was 9:00 o’clock at night; another busy day complete. Everyone else had left the office and was spending time at home with their families and friends, but John stayed late, as usual, to make sure the business was in order. John had...
Marjorie Bloom had worked 42 years as a federal attorney. She had amassed her nest egg of $661,000 for retirement through decades of work and an inheritance from her parents. She was looking forward to her future and ultimately leaving any leftover money to her...
