April 10, 2020

Coronavirus Relief Programs

We must remain in constant study to ensure we are taking advantage of all opportunities available in client's plans. That's one of the things I like most about the job. There is always something new to learn. The Coronavirus has been particul...

March 27, 2020

Muhammad Ali said, "Service to others is the rent you pay for your room here on earth." I’m a strong believer in this idea.

This week brought some troubling realities. I personally know of businesses who could have continued to serve their customers, but instead chose t...

December 2, 2018

Seth Godin and Carl Richards are my two brilliant “digital mentors.” 

If you are unfamiliar, Seth is considered to be a modern-day marketing God, but he is so much more. His daily blog provides insights that are invaluable in all areas of a business owner’s (and really...

September 17, 2018

Hurricane Florence: The Storm of a Lifetime That Wasn't. A juxtaposition of the national reporting and the week on the ground in Charleston, SC

Were all going to die! Everybody run for your lives! That was the message a full week ahead of hurricane Florence's potential...

December 29, 2017

People don't value things that they receive easily or with little effort. Free things they value least because they have invested nothing to get them.

In order for someone to appropriately value and truly appreciate something, they need to have gone through the cycle of...

December 29, 2017

If your advisor's value proposition has anything to do with their ability to pick stocks or "beat the market," that is a relationship that you may want to re-evaluate.

October 16, 2017

On my run down the beach this morning, it dawned on me that I seldom look at how far it is to the finish anymore. I remember when I started running I was always looking to see how far I had to go. I also remember how discouraging it was each time I looked up to see the...

September 25, 2017

Credit Score, why do I need to know it? What is it? Does it really matter?

Find out how it all works ~

One of the major objectives in our cash flow review meeting is to completely understand the client’s cash flow picture. This means the income and outflow of cash to a...

September 13, 2017

As I sit here with the sun out, power restored and waiting on the internet, TV and phone to resume business, I figured I would share a couple of things that were made obvious by our most recent Hurricane Irma experience.

1. We Take a Horrendous Amount of Things for Gran...

September 1, 2017

At this point, we are all pretty much aware of the benefits of regular exercise for our physical health.

The key to staying in shape is making it a priority and scheduling time in your week to train. Few, even those who have enviable physical training regimens, seem to...

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