Category: Major Life Purchases

Building Generational Wealth With Hard Assets

Chad Wotton

Generational wealth is the idea of building wealth that can last for several generations, allowing you to create a legacy for your family and provide financial security for future generations. One of the most effective ways to build this type of wealth can be through investing in hard assets that…

Categories: Family, Major Life Purchases

Estate Planning & Business Transition Checklist

Thad Schlaud

The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of 2023, proactive preparation becomes essential. Whether you are an individual looking to optimize your estate planning or a business owner contemplating a seamless transition, the…

Categories: Family, Major Life Purchases

Three Massive and Often Hidden Costs of Divorce

Thad Schlaud

Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial strain. It’s essential to understand these hidden costs to effectively navigate your post-divorce financial life. Here are three key areas where hidden costs often lurk: Health insurance, dividing…

Categories: Family, Major Life Purchases

Buying a Boat and Staying Afloat

Chad Wotton

Is owning a boat on your horizon? Do you see yourself paddling a canoe, piloting a motorboat, or perhaps helming a sailboat? Of course, it would be easier and more affordable to pop a canoe on top of your car other than maintaining a moored boat in a popular summer…

Categories: Major Life Purchases