How Will You “Pay It Forward” to the Next Generation?
I recently had the opportunity to sit down with a sixth-generation business owner. During our conversation, we talked about their legacy and what they hoped to leave to the next generation. Many people feel they are not rich enough or . . . >> Read More
Should You Invest in the next Apple or Amazon?
Well, we’ve finally come full circle! We are getting into the social club business. I say this with a bit of a laugh, but it’s true. Starting on Monday, July 1, 2019, we will be holding a meeting comprised of . . . >> Read More
Put an End to the Runaround
You know when you call into a call center because you have a question about a warranty, a bill, an account, or you need to troubleshoot a gadget? You call, you wait for a service agent, and when you’re finally . . . >> Read More
To Roth or Not to Roth
To Roth, or not to Roth. That is the question. You see what I did there? By way of Shakespeare and his classic play “Hamlet,” I brought a little culture to the financial world. Of course, it is a question . . . >> Read More
Congress Explores Changes to the 401(k)
You’ve probably heard all the talk that Social Security is going to run out of money. Some reports say the program will dry up by 2034, but that’s not necessarily the case. The reserves may start to get smaller, but . . . >> Read More