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.
Christmas has a way of softening time. It invites us to remember where we came from and who helped shape us.
In my 50 years of life, the Christmas season has changed — not only for me personally, but in society as a whole. What was once a tradition-focused, family- and community-oriented season has slowly shifted into something more secular and convenience-driven. Here are my memories of Christmas over the past five decades — the trends,...
“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