Financial Strategies for Families, Business Owners, and Investors
Part 1 of 2 Nobody wants "buyer's remorse" when it comes to something as important as life insurance. And yet, it's something I hear all the time; policy owners who wish they knew what they know …
Continue Reading about Questions to Ask BEFORE Applying for Life Insurance →
Misleading risk profiles in most qualified plans can cause big problems down the road. Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and …
Continue Reading about Risk Assessment Questionnaire – Don’t Be Fooled →
Some investors mistakenly believe that bonds can’t or won’t lose money If you’ve been paying attention, you’ll know that bonds aren’t what they used to be. Values are declining, risk is up, investors …
One of the biggest fears people have is running out of money in retirement. And for many Americans, this is a very real risk, not an irrational phobia. If you are a reasonably healthy 65-year-old …
Continue Reading about 6 Strategies for More Income in Retirement →
Startup Employee Series (Part 3 of 3) Planning ahead will allow you to capture as much upside potential as possible on your employee stock options. Recap - Part 1: "triple-pain" in …
Continue Reading about Leaving (Stock Option) Money on the Table →
Startup Employee Series (Pt. 2 of 3)I think there is a misconception about what employee stock options are and why people get them. In Part 1 of this 3-Part series, we laid out three risks that …
Continue Reading about Employee Stock Options are Not a “Bonus” →
