Blog Entries

Getting laid off can be a very difficult and emotional experience, especially if you have been with the company for a long time. However, it is important to remember that there are ways to make the most out of this situation, especially if your company is offering a severance package. A severance package is a …

Let Go From Your Job With a Severance Package Read More »

Strategic financial planning is important for everyone but especially for high-income earners that have their compensation tied directly to the success of the business. Executives and entrepreneurs both rely on accessing their wealth at the end of their employment, requiring them to make the best financial decisions for themselves ahead of ‘cash out’ their share. …

More Money, More Responsibility and Strategic Financial Decisions Read More »

As you enter the workforce and start to earn a regular income, it’s easy to get carried away with newfound financial freedom. However, this can often lead to costly money mistakes that can have long-lasting consequences. Here are some common money mistakes that young professionals often commit. Overspending and Living Beyond Means One of the …

Money Mistakes that Young Professionals Make Read More »

When it comes to executive-level pay or compensation, financial compensation comes in a number of forms, including salary, bonuses, and other forms of compensation, such as equity compensation. This type of compensation is often used as a way to reward performance as well as entice talented professionals into executive levels in a corporation.1 While equity compensation …

Executive Compensation: Equity Compensation for Corporate Executives Read More »

Choosing a financial professional is a major decision. Finding someone you trust enough to manage your money and your future may feel like a nerve-wracking choice. Fortunately, by doing some preliminary research and asking tough questions, you might find someone who is a decent choice. Here are four tips to help you build a strong …

4 Tips for Building a Strong Professional Relationship With Your Financial Professional Read More »

Many people know that life insurance is important to have, and yet not enough actually get it. Some decide they’ll get it later in life while others feel it’s a waste of money because they don’t have any health issues. However, it’s essential to realize that even if you think you’re too young, too healthy, …

Why Life Insurance Is Important at Any Age Read More »

When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what point does it make sense to get a second (or a third) opinion on money matters? Here we discuss some benefits of seeking a second financial opinion, including …

The Benefits of Getting A Second Financial Opinion Read More »

Mom-and-pop businesses have held a special place in the hearts of American consumers since the beginning of retail commerce in the USA. These family-owned, small businesses were America’s backbone before larger corporations began to take over and drive them out of business. These shops started to dwindle in the face of the competition from the …

The History of Mom-and-Pop Shops and How To Support Them Today Read More »

“It’s not how much money you make, it’s how much you keep” – Robert Kiyosaki With the first two months of 2023 in the rearview mirror, there is no better time to strategize your cash flow for the rest of 2023. If you feel like you don’t have control of the steering wheel regarding your …

How Your Personal Cash Flow Works Read More »

On February 14th 2023, Forbes came out with a list of America’s Best Banks. Silicon Valley Bank was listed as number 20. In February Jim Cramer urged investors that Silicon Valley was a buy with room to run. Of all the analyst coverage on bank stocks, two analysts, David Long of Raymond James and Brandon …

The Silicon Valley Bank Collapse Read More »