Money and You

Buyer or Seller: You Need the Right Business Transition Plan

April 10, 2018 | Filed under: Recent Articles, Featured Article

Whether you are a member of the baby-boom generation born between 1946 and 1964, or a member of the generations of younger people that follow, you may be surprised to learn boomers are as likely to buy a business as to sell one.

Are You Making Financial Decisions by Default?

September 22, 2017 | Filed under: Recent Articles, Money & You, Featured Article


Back in second grade, it didn’t really matter much if you failed to make a decision. If one of your parents called out into the back yard to ask if you wanted a PB&J or grilled cheese sandwich for lunch and you were intent on climbing the tree and didn’t answer, you suffered no lasting harm from being served your second choice lunch option that day. But things are different now that you’re a business owner.

How to live well today (towards a loan free tomorrow)

July 18, 2017 | Filed under: Recent Articles, Featured Article, financial planning

After the grueling pace of graduate school, obtaining that advanced degree, and finding a great professional career path – you can finally turn your attention to other life choices. One choice that you’ll be faced with is what to do with the substantial student loan debt. More importantly is, how do you balance enjoying life while starting to pay-off those looming large loans?

Uh Oh! I’m Suddenly Rich. Now What Do I Do?

June 3, 2015 | Filed under: Recent Articles, Featured Article

Surprisingly, dealing with sudden wealth can become a nightmare. Learn the five steps you can take immediately to successfully manage the financial and emotional crises that can come with sudden wealth.