The next decade in business wonât look anything like the last. The rules are changing. Fast. What used to work â predictable growth, simple systems, even traditional marketing â is becoming outdated. We’re entering a time where adaptability, speed, and clarity matter more than size or legacy. After listening to
Youâd be surprised how fast your financial life can change when you have a clear planâand the right team behind you. Just ask John. We first met John on February 4th. At that time, he was feeling stuck. Not broke. Not reckless. Just⊠overwhelmed. Despite having a liquid net worth
James built and sold a company for eight figures. He didnât inherit wealth. He created itâthrough grit, risk, long hours, and an unwavering belief in what he was building. Today, James is worth over $10 million. But hereâs the twist: Youâd never know it. He doesnât drive the nicest truck
The stock market is expected to be down another 2% today. Do these 4 things before you decide to buy or sell. I’m sure you’ve heard “Buy the dip” a million times in the past 5 years. As a wealth advisor, I know I have! Investors have become increasingly smart
A study from the Department of Health and Human Services (HHS) indicates that approximately 49 percent of men and 64 percent of women who turn 65 today will require substantial long-term care at some point during their later years. Supplementing this information, the National Association of Insurance Commissioners (NAIC) reported
Early in my career as a financial advisor, clients would often ask me:“What number do I need to retire?” They believed that hitting a certain financial milestone was the key to freedom. And for a long time, I believed it too. Iâd run the calculations, project the returns, and set
Why Converting Your Home into a Rental May Be a Bad Idea: Many homeowners, when moving out of their primary residence, consider turning it into a rental property instead of selling it. On the surface, this may seem like a great idea, especially in high-appreciation markets. However, there are several
As a business owner, you’ve worked hard to build your wealth. When it’s time to plan for the future, one question many of my clients ask is: “Can I charge my estate planning fees to my business?” It’s a smart question. After all, why not have your business cover these
I love golf. But every day for the rest of my life? No chance. Thousands of people fall into the same trap when they retire: they assume that more leisure, more golf, more travel, more relaxation, is the key to a happy retirement. But after working with hundreds of retirees,
Starting in 2025, retirement savers in their early 60s will have an exciting new opportunity to boost their savings. Thanks to the Secure Act 2.0, individuals aged 60 to 63 will be eligible for increased catch-up contributionsâwhatâs now being called the âsuperâ catch-up contribution. This change aims to help older