Retirement 101

Retirement 101

There’s a lot more that goes into retirement planning than simply figuring out when to retire and prioritizing financial goals. Deciding how you’d like to live after leaving the workforce is a crucial step in the retirement planning process.  Most retirees spent 30...
Investment Management

Investment Management

There’s no mystery behind being great at Investment Management. It takes knowledge, expertise, critical thinking, and a little bit of luck. And yet you could say that luck plays a part in outcomes in many situations- in relationships, careers, and sports. Golf is a...
Structure and Finance

Structure and Finance

Without structure, daily life would be difficult to manage. The same can be said for personal finances. Creating structure in finance can help you easily manage your money, reduce debt, and save and invest. On the other hand, a lack of structure will likely lead to...
Young Investors

Young Investors

The younger a person is when they start saving and investing, the more money they’ll accumulate by retirement age. Yet “If I knew then what I know now”, an expression used in countless songs, books, and articles about personal growth and lessons learned, has...
Buying a Franchise

Buying a Franchise

Professionals planning their exit strategy from the c-suite seem to be moving away from startups and into franchising. In theory it should be easier to buy an existing brand compared to building a new business from the ground up. A franchise has already been tried and...