Blog
Posted August 27, 2021
The 4 Cs of Business Valuation You’ve worked for years to build your business from the ground up. You’ve spent sleepless nights working to ensure that you can create a legacy for your family and also provide a stable job for the employees who have become like family. Now, you’re beginning to approach retirement and […]
Posted August 27, 2021
10 Reasons Why Business Valuations Matter Since you were a young entrepreneur, you have poured blood, sweat, and tears into your business. You’ve overcome obstacles, achieved beyond your wildest dreams, and created a legacy. This business that was once a dream has now provided a lifestyle for you and your family. For years you’ve nurtured […]
Posted August 16, 2021
If you have your sights set on early retirement, you’re not alone. According to Investment News, “of the roughly 70 million U.S. households with primary breadwinners younger than 55, 11.5 million are planning to retire early.” If you’re one of these 11.5 million people, you may already be daydreaming of going on those vacations you […]
Posted August 2, 2021
A common misconception is that trusts are only for the elite and wealthiest. Still, in reality, revocable trusts are valuable estate planning tools for anyone looking to take the burden of a long and painful probate process off of their family members. Put yourself in their shoes; you’ve just lost a loved one, you’re swimming […]
Posted July 9, 2021
Home-—it’s the place where your children have grown into adults, it’s where pictures hang on the walls reflecting your most cherished days, it’s where you’ve had hard conversations and watched life play out, it’s where you come to feel most yourself. To be embraced by the four walls that you find comfort in, to be […]
Posted July 9, 2021
As you begin to think about retirement and what the future holds, you’re likely considering all the ways that you can prepare, plan and save financially. Whether you’re thinking about your insurance plans, refinancing your home, or simply how to retire comfortably, a Health Savings Account (HSA) is one tool you can use on the […]
Posted June 20, 2021
Every annuity company has its marketing names not just for the variable annuity but for all the riders (extra’s) that you can tack onto them. At its basic level, a variable annuity can be easy to understand. These stripped-down VA’s are just essentially investment vehicles that allow the owner to invest in the stock market […]
Posted April 21, 2021
Thinking of early retirement? It sounds like a dream come true if you are hoping for it; conversely, life might put you on the path to retire earlier than you anticipate. The timing of your retirement is a factor you will want to plan for carefully. Do you have enough money in savings? Have you […]
Posted April 8, 2021
Article written by guest contributor Heather Partin, a Health Insurance Expect with Jeannie Pierce Insurance Agency On March 11, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 (ARP). Before this act, the Affordable Care Act from the 2012 Obama Administration was signed into law, giving consumers greater access to health insurance. […]
Posted April 2, 2021
Planning for health insurance and the rising cost of health care in early retirement have been complex since the Affordable Care Act in 2010. Unfortunately, something that was supposed to bring down the cost of health insurance had the opposite effect. Many people with individual insurance plans found themselves priced out of affordable health insurance. […]