Personal Wealth

Getting started saving for retirement. How Gen Y and Gen Z can become super savers.

By |2022-09-29T21:51:53-07:00May 31st, 2019|Investor behavior, Personal Wealth|

Contribution by Margaret Hiller, CFP®, CPC Retirement savings crisis Last month was Financial Literacy Month which prompted a flurry of articles on the retirement crisis in the U.S. One noted that the “average” retirement savings amount, paltry though it is, is often an overstated figure because it is the average (or mean) rather than the [Read More]

Address these issues in your partnership agreement to protect your personal finances

By |2022-04-07T13:03:31-07:00March 8th, 2019|Personal Wealth, Quarterly thoughts|

When you own a business, you appreciate just how much your personal financial life is tied to your business.  What you may not realize is how much your personal financial wellbeing is intertwined with your partners or other owners in your business.  If you own a mature, successful business, and you’re seriously looking at [Read More]

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