security

Making Financial Planning Decisions as a Business Owner   Financial planning decisions do not live in a silo, so neither should the professionals helping you, as a business owner, make those decisions. These days, there are financial...

In my pre-adolescent years, I had access to a small private lake on a property my parents owned with several other families. I always wanted to be out on that lake, but the outboard engines, gas tanks, and batteries associated with power were too...

Traditionally, when you die, your heirs have to go through a legal process of distributing your assets called probate. You are said to have died intestate if you die without a will. When this happens, a judge has to approve everything, and all of...

In the last four weeks something near the number of 26 million Americans have filed for unemployment. That is a crazy high number that has led to some eye popping GDP expectations for the quarter. Some reports expecting something...

Over the past month, many different areas of the US economy have come to an almost full stop. This as a result of the COVID-19 outbreak, and subsequent reaction of government officials ordering people to stay home. To keep people and businesses...

Recently there has been more news and reports of phishing and spoofing of emails with trusted third parties like advisers. If fact, we have even seen some of these first hand.  Because there are malicious individuals out there always after money...

Unfortunately, the recent Equifax data breach affected almost any American who has ever used credit; so that probably includes you and me. After a little bit of research and thought this weekend, here are some of my suggestions: 1. Don’t Panic....

Last Tuesday, we pretended like a tornado hit the office. All day we worked from home, testing our communications and computer systems to make sure we would be able to do our jobs if the real thing occurred. The drill was similar to the ones we...

Like all Registered Investment Adviser Firms, we maintain cyber security policies and procedures to protect sensitive client data from theft and fraud. Many of the measures we take can be extended to you and your computers for the greatest level...

As you invest and save more, the movement of money between accounts becomes a larger part of your financial life. Here is some good information on the process, safety protocols, and different options available for moving money between accounts: ...