Happy Holidays

“To get the full value of joy, you must have someone to divide it with.” – Mark Twain This space will be quiet for the next couple of weeks as we spend some quality time with quality people. Please do the same.  No one ever reaches the end of their journey and wishes they’d spent … Read more

Take The Wheel

“Destiny is a name often given in retrospect to choices that had dramatic consequences.” – J.K. Rowling I can’t remember the last time I was in a meeting or having a conversation with leaders and one of them used words like “fate”, or “destiny”.  Those aren’t the kinds of words that typically get used in … Read more

Thinking Positive

“Optimism is the faith that leads to achievement.  Nothing can be done without hope and confidence.” – Helen Keller In our current world, it seems like most people’s default setting is “angry”.  Whether you’re talking about politics or sports or even the weather, it can feel like people are looking for reasons to be upset.  … Read more

The 1031 Exchange Explained

In the world of real estate, the Section 1031 exchange has been a significant tool for investors who want to grow their real estate portfolio and wealth. In this video, we’ll explain how a 1031 exchange works and important considerations when using one.

Categories MBN

What To Do With Old Retirement Accounts

You likely have at least one old retirement account if you’ve ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we’ll provide options for what to do with those old accounts.

Categories MBN

Start With Yes

“I’m no longer quite sure what the question is, but I do know that the answer is yes.” – Leonard Bernstein It’s easy to live in a world of “no”.  The world seems chaotic and often scary, and when we’re surrounded by chaos and fear, as humans we have a natural tendency to seek safety.  … Read more

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