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Financial Management

hiring a corporate trustee

Five Reasons Why Hiring a Corporate Trustee is the Right Move

Hiring a Corporate Trustee to Lighten Your Load What kind of financial poise can hiring a corporate trustee provide? For the average individual, even one with significant means, this concept can be rather obtuse. When a family employs a qualified corporate trustee, they may enjoy more effective wealth and estate planning, more professional wealth and […]


best advisor you can hire

Don’t Go It Alone: The Best Advisor You Can Hire Is Worth Every Penny

The Best Advisor You Can Hire Would Hire Herself, Too The best advisor you can hire will be a clever and a creative problem solver who interacts with you with total integrity, honesty, and ethical conduct. The worst? Someone’s goal of growing richer and richer at your expense- and that’s one of the better scenarios. […]


save on college costs

How Small Business Owners Can Save on College Costs

10 Strategies to Help You Save on College Costs For small business owners, understanding three little words—expected family contribution, or EFC—can save on college costs (we’re talking thousands of dollars). How you structure your business, where you hold assets and which schools your child applies to all affect your EFC. So, where to begin? Try […]


using cash instead of credit

Using Cash Instead of Credit to Keep You Accountable for Your Spending (and Out of Debt)

Get Out of Debt by Using Cash Instead of Credit When Jenny and Kenny (the “Chargers”) came to speak to me the first time, there were raised voices and accusations. The Chargers recognized their spending had become out of control, but each felt the other was to blame. Using cash instead of credit was something […]


Employee Stock Ownership Plans, Trump Tax Reform

Another Look at Tax Advantages of Employee Stock Ownership Plans Following Trump Tax Reform

Editor’s Note: This is an updated version of a previous article. To view the original, click here. Employee Stock Ownership Plans Offer Many Economic Perks Employee stock ownership plans, commonly referred to as an ESOP, offer a range of benefits for sponsor companies in addition to its owners and employees. As a qualified employee benefit […]


Improve Your Relationship with Your Advisor

Improve Your Relationship with Your Advisor (and Improve Your Bottom Line)

Success Depends as Much on You as it does Them So you want to improve your relationship with your advisor? Is the relationship tenuous or does it feel like there are trust issues- from your end and theirs? Read on! Keep in mind that while your trusted advisor is not perfect, neither are you. Some […]


husband and wife

Life Happens, but Purchasing Disability Insurance is Intentional

Happy, without Purchasing Disability Insurance Daria and Daniel Diligent had it all figured out. Both were hard-working professionals — Daria a dentist and Daniel a pilot. Happily married and living in a beautiful home, they were raising twin girls with the peace of mind that they had planned for everything and anything. The Diligents researched […]


identity stolen by family members

Can You Avoid Having Your Identity Stolen by Family?

Having Your Identity Stolen by Family Hurts Worse Raphael’s Story Raphael was distraught and confused to learn that his son, Raphael Jr., had unknowingly and quite fraudulently signed his dad’s name to his own student loans several years back. Dad only found out about the forgery when he was denied credit and learned that Junior’s […]


most expensive refrigerator

The Most Expensive Refrigerator Does a Lot- to Your WALLET

The Needs vs. The WANTS I try very hard to be a minimalist. First, because I like to practice what I preach; and second, because leaving a colossal carbon footprint negates the simplicity I try to reflect in my lifestyle. Don’t get me wrong, I like to have nice things, take vacations and treat myself […]


2018 IRA alerts

2018 IRA Alerts Investors Will Want to Know

The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]


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