Why Business Owners Develop Financial Blind Spots
Many business owners become so focused on growing the company that they rarely step back and look at their personal financial picture.
Many business owners become so focused on growing the company that they rarely step back and look at their personal financial picture.
Financial planning and financial advice happen at the intersection of “Your Life” and “Your Money.” The challenge is that many people make financial decisions in isolation rather than viewing them as connected parts of a larger picture.
Many people treat financial planning like a one-time task. They open retirement accounts, invest money, maybe create a simple estate plan, and assume they are set for life. But life does not stay the same for very long.
There is no such thing as “drive-by” tax planning. Personal finance is incredibly personal, and your situation is unique.
How do you reconcile your head and your heart when the two seem at odds—especially when money is involved?
When markets feel gloomy, and headlines grow louder, an advisor helps separate noise from reality
Financial markets, news, social media, and even the church potluck are saturated with commentary. Intelligence and information are common; discipline is scarce.
“The birth of Christ is the central event in the history of the earth—the very thing the whole story has been about.” —C.S. Lewis
Thanksgiving was born out of hardship, meant to unify the nation, and still serves as a reminder to be grateful and united today.
You’ve probably been on a road trip with a gaggle of kids before and heard the question, “Are we there yet?” Whether they were your own children, nieces and nephews, or maybe it was you asking when you were a kid, it’s a familiar concept. When you’re on a road trip, the question banging around...