Stay current on topics that matter
You’re busy creating your own success. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.
Save more in 2021: 6 opportunities for midlife professionals and business owners
As you reach certain midlife milestones, you gain opportunities to save more money, whether through tax-deferred vehicles or identifying key expenses where you may be overpaying. [Read More]
4 life-changing benefits of a Midlife Gap Year for business owners
COVID-19 continues to have a wide-ranging impact on business, our economy, and our everyday lives. But the one lesser-discussed impact could be the most difficult to [Read More]
Wealth and happiness – the surprising factor that can increase well-being
Does money buy happiness? Wealth and happiness are often paired together. As you earn more income, invest more into the market, or reduce your debt, you [Read More]
Q420 Quarterly Context Video
Expected impact of a new administration in the Oval Office, Wall St. vs. Main St., stimulation-supported market returns defying the pandemic, almost surely unrepeatable 13.9% 10-year [Read More]
4 rewarding ways to spend your Midlife Gap Year
As you consider taking a Midlife Gap Year, you may find your mind jumping from idea to idea with no clear trajectory for how to spend [Read More]
More help for business owners: PPP loans, deductions, and other stimulus provisions
If you're looking for a new PPP loan for your business, the latest stimulus package, the Consolidated Appropriations Act (CAA) that was signed into law on [Read More]
Gen X insurance: how to put proper midlife protections in place
If you're a Gen X-er, it’s likely your life is starting to look very different than it did in your early years when you were just [Read More]
What California homeowners need to know about Proposition 19
On election day, the narrow passage of Proposition 19 in California brought good news for some homeowners. The new law allows homeowners who are [Read More]
Inflation’s effect on 2021 retirement contribution limits
The IRS released the dollar limits for 2021 qualified retirement plan contributions. For 2021, employees’ and owners’ ability to defer compensation and invest for their future [Read More]
What retirement plan sponsors need to know for 2021
Safe harbor retirement plan for 2021 Now is the time to take action if you wish to implement a new safe harbor 401(k) plan or make [Read More]
What is a Midlife Gap Year and where do I sign up?
Finding a healthy work-life balance is difficult in today’s fast-paced society, especially for successful business owners and leaders in the middle stages of their lives. The [Read More]
Q320 Quarterly Context Video
Interesting contradictions between the economy and markets, Wall St. and Main St. remain… Wobbly economy but stocks, and gold and COVID-19 cases keep going up, while [Read More]
History lesson: election impact on the stock market
We’ve written before about uncertainty and the market volatility that often accompanies it, and we have experienced more than our share of both in 2020. We [Read More]
7 lessons from Ironman triathlons to make your Wealth & Life success easier
Life is an endurance event. What if the right clarity, plan and support made impossible goals possible? State what you want and play to your strengths. [Read More]
How tax policy may change with the election
The upcoming presidential election brings with it much speculation about the tax policy and market implications of the outcome. We don’t recommend changing your plans based [Read More]
What retirement plan sponsors need to know about ESG investing and private equity
Do you, or do you want to, offer Environmental, Social and Corporate Governance (ESG) investment options in your qualified retirement plan? What about riskier private equity [Read More]
