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 ...
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 ...
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 ...
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.
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.
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 ...
Energy vs No Energy
“Most people see what they want to, or at least what they expect to.” – Martha Grimes Being a leader is hard work. There’s ...
Act On Culture
“Take action. Success is not guaranteed, but inaction will guarantee failure.” – Ken Poirot I’m fortunate enough in my career to spend a lot ...
This Is Why You’re Here
“Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. ...
Two Estate Planning Strategies to Help Protect Wealth
A goal of estate planning is to maximize the wealth that is passed on to one’s heirs. In this video, we’ll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.
