Resources

John Enright takes us through a recap of the second quarter of 2019.

Insurance has been around for over 6,000 years and the basics are still the same! Life insurance is simply a contract between you and the insurance company whereby you agree to pay premiums, and if you die prematurely, the insurance company will pay out a death benefit.

As a financial advisor, I know you rarely have “financial goals” in life, but rather you have life goals which require financial means. A huge part of my job is helping align your financial life with your overall life goals. In order to do that, my planning process, the Custom Wealth Architect™, helps me learn what your life goals are so I can help plan for you to meet them.

Because investing is WAYYYY to broad of a topic for one blog post, we’re breaking it down and just covering equity classes in this post. Equity assets are generally broken down by three methods: growth vs. value, location, and market-cap.

You'll never be financially independent (and that’s a GOOD thing!) – you’ll use money to take those dream vacations; you may give some to your children and grandchildren when you pass; you’ll always have to use it in some form or fashion, so you’ll want to have a plan for it.

Perhaps your business began as a one (wo)man shop and you were successful enough to expand, or maybe you had employees from the get-go. Either way, one of your small business owner ‘hats’ is to provide a plan for both you and your employees’ retirements, while also doing what’s in the best interest of the company.