General Thoughts and Musings
After many years of working with and helping people as it relates to money, lending, finance and consulting, I’d like to share some general...
Integrating Health Factors into Personal Financial Planning
Have you ever wondered how your health affects your financial planning? Your overall well-being plays a crucial role in your financial planning journey. When...
The Corporate Transparency Act
This is a reminder that the due date for Corporate Transparency Act (CTA) filings is approaching. For most companies formed or registered before January...
Protecting Land and Legacy
For families with farmland, estate planning isn’t just about distributing assets – it’s about preserving the family’s legacy, protecting the land for future generations,...
What is Financial Planning?
Before you drive someplace new, you plug your destination into a GPS, right? Financial planning is just like that. You’re creating a road map...
Good Management Skills
Good production numbers are great, but management skills are a must in today’s environment of tight margins and the endless pressures from third parties. ...
Should You Move?
Some retirees find they can add six to eight years to their retirements by moving. But there are lots of things to consider before...
Living Longer
Many people say they want longevity. And why wouldn’t they? If a person is in good health and has created reliable income streams for...
Ensuring Your Golden Years
“There is only one difference between a long life and a good dinner: that, in the dinner, the sweets come last.”
– Robert Lewis Stevenson
We...
The Power of Compounded Interest
Albert Einstein once said “Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.”...
