There is no such thing as no risk. There's only this choice of what to risk, and when to risk it. - Nick Murray Record Keeping for Your Business Keeping good business records will not only help you stay in business but may also help you increase profits. Your business records let you … [Read more...]
Business Records, Insurance Agent or Broker, & Eli
Inflation Reduction Act, Choosing a CCRC, & the Bean
Bill Gates had it right when he said success is a lousy teacher, because it makes you forget how the world works. That's especially true when all you focus on is the 'success' - the higher stock prices, the higher valuations, the more social media followers - and not the earned work that goes into … [Read more...]
Adjusting Financially After Divorce, Disability Insurance, & River Spirit
Tell me, what is it you plan to do with your one wild and precious life? - Mary Oliver Adjusting to Life Financially After a Divorce In addition to the emotional impact a divorce can have, it’s important to be aware of how your financial position will be impacted. Now, more than ever, … [Read more...]
Comparing Health Insurance, Investing in Bonds, & BBBS
Wealth is the ability to fully experience life. - Henry David Thoreau Comparing Health Insurance Plans Perhaps you're starting a new job or trying to integrate employee benefits with your new spouse. Or maybe you're shopping for individual health insurance coverage. One of the challenges … [Read more...]
Recession Status, Estate Plan Review, and Keeping Cool
In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine. - Benjamin Graham Is the U.S. in a recession? In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession. Yet many economic indicators remain strong … [Read more...]