Lifestyle
7 Critical Reasons a Financial Partner is the Key to Growth for Your Small Business
“Most small business owners decide to start a business because they love what they do. Typically, what they love doesn’t have anything to do with business tax structure, employee benefits, or employer regulations. I happen to love doing the things most business owners hate.” says Jon Tait, Senior Wealth Advisor Starting, running, and growing a…
Read MoreNavigating The Unpredictable in Your Retirement Routine
You wake up in the morning, get yourself a healthy breakfast, and sit down to check in on the daily news of our world. Even after leaving the workforce, our days and our lives still find a way to develop some element of routine or predictability. You lean on a few established activities or events…
Read MoreA Crisis Is A Terrible Thing to Waste
I’ve been reading a book called, “The Road Less Stupid” by Keith J. Cunningham and the title of this blog is taken from one of his chapters. When I turned the page and saw those words, I had to stop for a minute to process how the words made me feel. I don’t like the…
Read More6 Ways to Navigate Your Next Salary Negotiation with Ease
Salary negotiations can feel stressful. For many people, the idea of barging into a manager’s office and demanding a raise inspires a wide range of conflicting emotions, from fear to hope and everything in between. While many workers would like (or need) to take this step to continue feeling valued in their careers, the fact…
Read MoreWhy Not You? Why Not Now? Stop Settling and Start Living Your Signature Life
It was another cold morning in December. I drove down Irby Street on my way to work at a local middle school, for what must’ve been the 80th time. This time though, something was different. As I passed by Roses department store, I realized I could probably make as much money stocking shelves as…
Read MoreNot Ready to Fully Step Away? It’s Time to Consider Part-Time Work in Retirement
For many older workers, the prospect of retirement is lurking just around the corner, but there may be options, like part-time work, that you haven’t seriously considered. Maybe you’re excited about finally being able to have more time to accomplish things. Perhaps you’re scared about what to expect financially. Whatever your feelings about retirement, it’s…
Read MoreSet Yourself Up For Investing Success (Even If You’re Not Ready To Start Yet)
If you’re not taking steps toward planning for your future, you may be shocked to learn that you’re already wasting valuable time. It’s never too early to start investing, but it’s also to easy to become complacent if you feel you’re not quite ready to make that big step quite yet. While you are…
Read MoreWhat You Need to Know About Property and Casualty Insurance (Before It’s Too Late)
Some people do not put insurance high on their priority list. For some, insurance is the first to get either cut down or eliminated entirely if finances get tight. But that is not a decision to be made without fully understanding the implications. You need to think of insurance as your safety net for when…
Read MoreProtecting Your Financial Information
Protecting your financial information is always a top priority for us. The Internal Revenue Service (IRS) recently reminded us that tax-related scams are still pervasive. I believe you can never be too careful when it comes to protecting your information privacy. Here are some suggestions for thinking ahead of potential scams: Never share…
Read MoreRetiring Misconceptions & Concerns About Your Golden Years
Recently, I ran across a list of frequently asked questions about retirement that I found a little bit alarming. Two of the questions that really struck me centered around whether or not retirement causes depression and whether or not retirement can ruin your marriage. I spend much of my day talking with clients about their…
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