08 Jul 2016

Posted at 12:43h in The Friday Brief by
sunset-summer-golden-hour-paul-filitchkinOne of the major goals we often help clients plan for is financial independence.  Imagine the freedom of knowing you do not have to work.  You would be free to start the company you have always dreamed of, serve an organization you are passionate about regardless of pay or take an extended trip with your family or friends.  Maybe you would worry less about money and the minutia of your daily finances.

05 Dec 2014

Posted at 13:11h in The Friday Brief by
It hardly seems possible (is it a tryptophan-induced illusion?), but somehow Thanksgiving is in the past and Christmas will be here in less than three weeks. That sentence is not meant to cause widespread panic among our readers who haven't even begun to think about holiday shopping, though we would understand if it did. Thank goodness for the Internet, right?