Money and You

How to Finance Your Second Career as Business Owner

November 21, 2019 | Filed under: Recent Articles, Money & You, Featured Article

Buying or starting a business used to be unusual if you were considering a second career. But encore careers as a business owner become more popular each year despite the wide-spread perception of risk. Let's explore what is driving the trend and your options for transitioning in a way that can help safeguard your business dream and your financial well-being.

How to Find the Best Financial Advisor for You Now

August 29, 2019 | Filed under: Recent Articles, Featured Article

You have probably seen the articles. Some are long. Some are short. The common thread is that the writer claims there is one perfect and absolute set of questions to ask (and corresponding answers) whenever you interview a potential financial advisor. I don’t think so.

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.

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?