Don’t get caught in Mickey Mouse swim trunks, plan now!
Is it truly August already? You have spent the last six months planning for your summer vacation and it is finally time to go! All that planning for a week on the beach, the amusement park, camping or...
View ArticleThe reality of the new tax reality
If you filed your tax bill earlier this year, chances are it wasn’t pretty. I polled a group of key advisors and asked if the new tax reality had sunk in with their business owner clients, and the...
View ArticleHow Fit Will You Be in 2015?
Recently the 2014 CrossFit Games concluded to determine the Fittest on Earth. After the competition the four time defending champ, Rich Froning, stated, “We can’t anticipate the events in life…so we do...
View ArticleYou can lead a horse to water…
As a parent of two teen-age children, my husband and I often wonder if we are doing enough as parents. We provide guidance & unconditional love, express expectations, and stay actively involved in...
View ArticleHow does a financial adviser play a part in securing a participants ability...
As summer slowly turns to fall and everyone’s focus shifts from lazy summer days at the pool and family vacations to back to school and football, many begin to wonder where their summer went (my kids...
View ArticleWhy Life Insurance Can Be Essential to Business Planning
Last week I spoke to a group of benefit brokers who seemed surprised when I told them how life insurance can not only be a great employee benefit, but also a useful asset for businesses. Some thought...
View ArticleBam, Pow, Boom! What a rough way to wake up from a dream…
Have you ever had that dream- the one where you are safe above the trees floating comfortably looking down on the people rushing by in the daily hustle and bustle; while you soar high above it all...
View ArticleMore Business Owner Insights from Inc. 500/5000
Like my colleague Jerry Ripperger, I’m in Arizona at the Inc. 500/5000 annual meeting where 1,500 business owners and key employees have gathered to: Share best practices Learn from each other Hear...
View ArticleThere’s an app for that!
Duck Duck Goose. Does anyone still play this game? Let me guess, there’s an app for that? It’s amazing how quickly that saying has taken hold. Technology has fundamentally changed the way we think, act...
View ArticleWhy the Attraction to iPhones?
Earlier this year the 500 millionth iPhone was sold in its 7th year of existence¹. Regardless of your perception of Apple and its iPhone, this is an impressive feat. I readily admit that I was sucked...
View ArticlePredicting Your Health in Retirement
For most employees it is benefit election month. I find myself scratching my head evaluating options and determining the benefits that meet my needs. For me, one of the more difficult steps in the...
View ArticleThanksgiving, Black Friday and a Retirement Strategy
‘Tis the season. The planning is under way. To be honest, the planning started long before now. It actually started around the same time the department stores started decorating for the holidays which...
View ArticleWhat is your road map to retirement readiness?
My daughter turned sixteen last week. Can you guess the number one thing she wanted to do? You guessed it!!! She wanted to go get her driver’s license. She was excited, but as a parent I’m scared to...
View ArticleAnd the answer is….
A television show I’ve enjoyed for many years was recently granted trademark status as “America’s Favorite Quiz Show”. It averages 25 million viewers each week. The highest cumulative amount won by a...
View Article4 Ways to Connect with Clients in 2015
Finally some good news: The economy is on the upswing and business owners are more optimistic. According to The Principal Well-Being IndexSM, nearly half (46 percent) of business owners say they are...
View ArticleWhat do you mean he’s boiling “insert mystery ingredient here”? You can’t do...
Recently my 14 year old daughter and I were watching an episode of Chopped. For any of you that are unfamiliar with this Food Network mega hit, just Google it for some fun entertainment-especially if...
View ArticleWHAT?!? They…I mean…We have another retirement plan???
2014 saw a large volume of merger and acquisition activity and 2015 is shaping up to be very similar. As a matter of fact, global M&A volume through December 31, 2014 was at its highest level since...
View ArticleWhat’s Behind the Walls?
House flipping shows on HGTV and A&E the past couple years have consumed more and more of my TV watching. The story typically works that the stars of the show find a house in rough shape, consult...
View ArticleWhere do you see yourself in five years?
As a semi-recent college graduate, I’ve faced the daunting question, “So where do you see yourself in five years?,” in more than a few job interviews. Walking the line between a profound answer that...
View ArticleJust say no…to stress!
Over a two-month period, my wife’s job was relocated 650 miles away, we sold a house, bought a house, and moved. The timing was tight because the sale of our house happened quickly – one day after...
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