Over the next four weeks, we will be diving into the topic of philanthropic planning. We will be covering important topics related to charitable giving, different types of gifting strategies, and of course, the specific financial benefits that come with… Read Now >>
Happy 2014! We hope you had an excellent holiday season and that it carries over into an even better 2014. As they say, today is your first (or second) blank page of a 365 page book. Make sure your write… Read Now >>
My friend, Jeff Grant of Sand & Sea Investments (a Full Service Real Estate Brokerage Firm in San Diego) provided me with some great information regarding the San Diego housing market. Recently, he sat down with key economists, speculators, and statisticians… Read Now >>
Think & Grow Rich by Napoleon Hill is one of the best business and personal development books ever written. It has influenced more high-achieving wealth builders (not just financially) than any other book out there. Here is a link to… Read Now >>
We hope you had a wonderful Thanksgiving weekend with your family. Over the weekend a friend shared with me something about being grateful that I would like to share with you: “ Gratitude is simply a choice to become aware… Read Now >>
On the tables below you will find all of the 2013 Retirement Plan maximum contribution amounts in detail. Please be aware that all standard 401(k) or 403(b) contributions must be made by December 31st. Traditional, Roth, & SIMPLE IRA contributions… Read Now >>
Hey there! November is always a meaningful month for us. It represents family, service, gratitude and change. In that tradition, there are two very significant things we are doing in November and we want you to join us. First, as… Read Now >>
Because of our commitment to family and the community, we have chosen to volunteer time in support of Feeding America. Feeding America distributes nutritious food items directly into the hands of local students and their families through Farm2Kids and the… Read Now >>
How’s it going? That’s right, the calendar says that fourth quarter is upon us. For my football fans, we are entering the second quarter of the season as my lowly Minnesota Vikings sit with a record of 1-3. If you… Read Now >>
How’s it going? When it comes to everyday life, most of us seem to acknowledge the fact that nothing is guaranteed and there is no certainty. Yet, when it comes to our financial lives, most everyone yearns for certainty, guarantees… Read Now >>