Is Wealth Accumulation Tied to Luck?

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke coming from under your hood.

Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. Financial wellness doesn't have just one meaning because it can mean something different to each person.

As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy.

INSURANCE IS A VALUABLE TOOL EVERYONE SHOULD CONSIDER In today’s world there are many uncertainties, but without being humorous, the one certainty we can rely on is each of us has a mortality schedule and will pass away.

At some point, a successful business faces liquidation for all the right reasons. The business owner has built an asset that is now positioned to sell to another individual, a group of investors, or be acquired by a large corporation.

Why are more people feeling financial stress despite the strong economy we’ve experienced since the recession? Many Americans are losing sleep over money, according to a January 2019 survey by Bankrate . The media may report a ‘strong U.S.

Couple’s spend many hours planning and a significant amount of money on their wedding, but personal finances and protecting assets deserve just as much attention and planning.

‘Tax advice’ is left to federally authorized tax practitioners who prepare tax returns and defend clients pursuing relief from federal agencies for their own tax payments or to dispute tax payment errors.

Every financial client has their own story about what has happened in their life and what they hope to accomplish in the future. Life events can alter even the most carefully thought out plan.

Continuing education helps financial advisors stay informed of the latest industry and regulation changes while educating them on products and solutions to help their clients. Taking continuing education classes helps them become better at their job, too!

Regardless of your age, having a will or estate plan is essential for many reasons, and isn’t just limited to passing assets at death. A will provides necessary asset passing, although many times isn’t enough when situations become more complicated.

Planning is valuable for many reasons and helps to ‘normalize’ things when you find yourself in the middle of an unexpected life event.