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Knowing When to Update Your Estate Plan

From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.
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Why You Shouldn’t Manage Your People Like “Robo Amazon”

Published by Scott Ford When I speak at wealth advisor conferences, I’ll often ask, “What are you going to do when a company like Amazon comes into our business? How are you going to compete with that level of customer knowledge combined with that level of technology?”

The Power of the Team

Growing up in the Atlanta, Georgia area, high school basketball is huge and there is top talent across the state. According to SBNation.com, the best high school basketball states in the nation are California, Georgia, Florida, New Jersey and Texas.

4 Ways to Protect Your Credit

Published by Jason Comes Identity theft and credit fraud are all over the news these days. So what can you do to combat potential credit fraud? Follow these simple steps to help protect your credit.

Are You Focused on the Right Things?

Published by Mark Petersen There are many people who rely upon themselves to do many tasks. In talking with them, one common refrain is, “No one will pay more attention to my stuff than I will.” The question then becomes, “Are you paying attention to the right things and/or are you consulti …

How To Achieve True Wealth

Published by Ron Carson As I arrived in Minnesota to meet with a client who had just achieved his life’s goal of selling his company, I was looking forward to hearing tales of high-stakes deals. At 73, he had sold his real estate development firm in Minneapolis for $174 million and had sche …

Home Buying & the American Dream

Remember the American Dream? Go to college, get married, work hard, buy a home, then have 2 kids, add a dog and cruise control. Times have changed and many people are well into their 30’s when they first consider purchasing a home for the first time.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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