by | Oct 12, 2016 | Uncategorized
When employees sign on to a new company, they take into account more than just their salaries. Studies find that the office culture, work-life balance, ability to move up within the organization all influence a person’s onboarding decision. But some of the most...
by | Oct 5, 2016 | Uncategorized
We’ve often talk about cash flow, but what does it really mean? I find the best way to describe cash flow is through the analogy of a funnel, or actually three funnels. There’s the first funnel, the cash that flows into their lives from a paycheck. Withholding taxes...
by | Sep 21, 2016 | Uncategorized
Many times I see clients who, without realizing it, are squandering their wealth potential, both currently and for the future. Many of these clients have spent many, many years working toward a specialty degree (doctors, professionals, lawyers, MBA grads, etc.)....
by | Sep 15, 2016 | Uncategorized
Somewhere along the way Americans began to think it was vital to enter retirement debt free. And while there is nothing wrong with paying off debt, it’s not vital for a successful retirement or financial plan. In fact, sometimes singularly focusing on reducing your...
by | Sep 9, 2016 | Uncategorized
We face countless obstacles in our daily lives, whether that’s at the office or at home. But there are ways to better prepare for these roadblocks in life, particularly when it comes to finances. In terms of wealth management, obstacles are the thoughts or ideas...
by | Sep 2, 2016 | Uncategorized
You wouldn’t start on a road trip without knowing the route you want to go — or at least the destination. So why would you start your financial journey without a similar plan? That’d be like jumping in your car in Washington, D.C., and heading west in hopes of running...
