Lessons of a Millennial Nation
The so-called millennial generation — those born after 1980 and before 2000 — continues to suffuse news headlines. There are actually more millennials’ (80 million) now than baby boomers. Perhaps…
Second Career, First New Venture
These days, more and more pre-retirees, transitioning retirees, semi-retirees and bored retirees are starting their own business ventures. According to a 2014 report from Merrill Lynch Wealth, 58 percent of…
Problems, Solutions … And More Problems.
Retail Health Care Retail health care is on the rise. If you’re not familiar with this term, it may be coming to a Wal-Mart near you. In fact, Wal-Mart shoppers…
Sharing True Family Legacies
When we talk about inheritances, generally we think first about assets and real property. However, a recent survey found that 86 percent of baby boomers and 74 percent of Americans…
Cautious Optimism
According to Guggenheim Partners, the most recent data from leading economic indicators, ranging from hiring to housing, demonstrates that the U.S. economy is “firing on all cylinders.” However, CIO Scott…
Trading Your Business for Retirement
Instead of saving steadily for retirement, some small business owners plan to sell their enterprise for a lump sum that will fund their golden years. However, this can be a…
Equal, Yet Separate
The U.S. Declaration of Independence declares that all men are created equal and endowed with certain unalienable rights — such as life, liberty and the pursuit of happiness. However, new…
New IRA Rollover Rules
Starting in 2015, new rules will permit only one rollover per year from one traditional IRA to another traditional IRA. The new provision is designed to discourage IRA owners from…
Failure to Launch … a Materialistic Generation
Young adults have had a relatively tough time over the past four or five years. Entry-level jobs have been scant for the onslaught of recent college graduates, many of whom…
Ready to Take
The Next Step?
For more information about any of our products and services, schedule a meeting today.