by Daniel Brown | Jul 28, 2022 | Financial Planning, Retirement Planning, Strategic Planning
The older we get, the more critical it is to ensure our affairs are in order and have an estate plan. But what exactly is an estate plan, and what should be included? An estate plan is the process whereby we map out how you wish for your personal and financial...
by Daniel Brown | Jul 21, 2022 | Financial Planning, Investing Principles, Investments
Bear Markets Are Not Grocery Stores For Bears Leaving food unattended and left out while camping is never a good idea. It’s one way to attract unwanted visitors most assuredly. But this quasi-grocery store for Yogi and his type is not the same type of bear market...
by Daniel Brown | May 17, 2021 | Employer Retirement, Financial Planning, Retirement Planning
Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit...
by Daniel Brown | May 10, 2021 | Financial Planning, Strategic Planning
In February 2021, Kim Kardashian and musician turned fashion designer/shoe mogul Kanye West announced they were getting a divorce. In May 2021 after nearly 30 years of marriage, one of the world’s wealthiest couples, Melinda and Bill Gates also announced they...
by Daniel Brown | Apr 14, 2021 | Compensation Plans, Financial Planning, Retirement Planning
As a senior manager, director or executive, your employer recognizes the value you bring to the growth and overall progress to the company. As a result, often your compensation package may look a bit different than entry level employees. Common compensation methods...
by Daniel Brown | Apr 12, 2021 | Financial Planning, Retirement Planning, Self Employed
Successful lawyers have the luxury of maintaining a luxurious lifestyle for their families but often lack a plan to save for retirement. Many lawyers end up working well into their 70s billing hours, which may or may not be what you imagined when you began years ago....
