by | Oct 19, 2016 | Uncategorized
One of the biggest questions we are asked on a daily basis is, “How much wealth do I need to keep me financially independent?” What is the “core wealth” necessary for me to maintain the lifestyle I wish to live, now and in the future? The methodology we use is the...
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...
