This article is provided by Phil Bradford, content writer and enthusiast. Risk is an integral part of any business. You will have to take risks if you want to do business. It can be of any type; right from debt obligations to product or professional liability. And one of the biggest risks that you […]
If you feel like it’s been 2020 forever, you aren’t alone. The roller coaster that the events of this year have taken us on have left many of us with mental and emotional whiplash. You’ve probably experienced some combination of canceled plans, work stoppages or adjustments, complicated family decisions, or (as if that weren’t enough) […]
We now live in a tech-saturated world. Just about every aspect of our lives includes technology in some form or another. Making it scarier when we hear more and more news about hackers and security breaches. As we become increasingly dependent on technology and use multiple devices on any given day, there are more opportunities […]
Ah, retirement. You’ve spent decades saving and planning for this monumental moment. You’re finally ready to say goodbye to the long hours, the insurance battles, and the tedious paperwork. Of course, you’ll miss your patients and the relationships you’ve developed over the years, but it’s time for you to stop taking care of everyone else. […]
Schwab Center for Financial ResearchFinancial Planning Insights Is Refinancing the Right Solution? Rob Williams, CFP®, CRPC® Vice President, Financial Planning & Wealth Management Schwab Center for Financial Research June 16, 2020Many people have taken advantage of the historically low interest rates to refinance their mortgages over the past few months. If you’re thinking about […]
You’ve likely worked hard to build what you have and hope to pass it down to the next generation. But your plan could be at risk if you haven’t taken the time to protect your assets in case of an unexpected event. Learn what steps you can take today. Check Your Insurance CoverageIf […]
Many of my clients are busy business owners, professionals, or executives with little time to focus on their financial planning, which is why they turn to us for help. Though their situations are unique, many of us have a lot in common when it comes to our finances. In working with my clients, […]
We are now multiple months into our lives being turned upside down by 5 letters and a number: COVID-19. And even though some states and counties are reopening, we have a long way to go to normal. As a result of the coronavirus crisis, we’ve seen increased volatility, drastic market lows, and rising unemployment numbers. […]
Staying healthy takes discipline, dedication, and focus. It’s much harder to force yourself to eat that salad and exercise for 30 minutes when you’d much rather grab a pizza and watch TV on the couch. But being healthy offers more than just a smaller pant size. There’s tons of research out there proving that […]
Have you found yourself losing sleep at night due to worry or asking yourself, “Am I going to be all right?” If so, you’re not alone. We are living in unprecedented times and no one can predict what will happen or what our nation’s and world’s recovery is going to look like. And as a […]