We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
The age at which you must start taking required minimum distributions or RMD’s from your tax defferred retirement accounts has been raised. In this video I’ll be discussing how you can navigate the new RMD rule and make the most of your retirement plan.
Are you making mistakes in your retirement planning without even realizing it? In this video I’ll cover the top 4 retirement planning mistakes to avoid so you can enjoy your golden years without scrimping in the meantime.
As you’ve likely seen, there was plenty of drama driving the markets in the first quarter 2023, culminating in bank worries that sent volatility higher and stock prices lower. The headlines over the first three months of the year were beyond scary. They started with consensus among economists that recession…
Making the transition from High School to college involves making several very key important financial decisions . It’s important to teach your child the impact of financial loans on their future and how to make smart financial decisions while in college.
An investing philosophy shaped from America’s Heartland since 1930. Warren Buffett, chairman and CEO of Berkshire Hathaway and revered as the Oracle of Omaha, released his annual letter to shareholders on Saturday, February 25th. While the entire 11-page letter is great reading for all investors, here are a few snippets…
Can we see patterns from one year to the next or is it a maddening bracket? Newspapers, radio, and TV news programs refer to the Dow Jones Industrial Average every day, calling it the Dow, sometimes the Dow Jones or even the DJIA. And economists and financial advisors pay close…
It’s the most wonderful time of the year! I know, I know Christmas was only about two months ago…I am talking about tax season. It’s everyone’s favorite time of the year where you have to take time out of your schedule in an attempt to come up with a number…
A PEST analysis can help you identify and understand macro factors better. In the world of business, one must navigate through a sea of uncertainties and external factors that can significantly impact the success of any venture. While some aspects of business management are well within our…
More than just a manufacturing process tool, lean thinking is a holistic program designed to transform a company’s entire business strategy. Boosting profits and competitiveness by making continuous improvements in production costs, product quality, customer service, and delivery are the goals of the lean model. Companies that apply lean production…
In the span of just a few days, cryptocurrency exchange FTX – the world’s third largest cryptocurrency exchange with more than 1 million users – filed for Chapter 11 bankruptcy. A few days later, cryptocurrency lender BlockFi announced that it was “not able to do business as usual” and paused…