Why Didn’t My Advisor Warn Me About That? One of the common themes we find in financial planning can be somewhat of an oxymoron. Most people follow the traditional paradigm…
Something on our plate a lot this past year is finding yield on conservative investments. Over the last decade, many have become accustomed to generating 1.5 – 3% on generally…
This isn’t your grandpa’s life insurance anymore! In our experience, many people have not been properly educated on the advantages that life insurance policies may carry. With advancements in the…
Do you have financial accounts all over the place? Did you move jobs or even states, and leave behind employer retirement plants? These days, many consumers do. And most people…
It’s never too late to create a monthly budget. When you set aside the time to track where your money is going, you establish a clearer picture of where you…
After surviving the last 14 months of COVID-19, women know a thing or two about overcoming challenges. COVID-19 brought much clarity to us all about the importance of planning for…
Can you predict the weather of your business? Most of us have busy seasons and dry seasons. We wonder how we can gain better control of our cash flow. The…
Most of know about the lead generation technique called a sales funnel. We understand the concept, but it’s the details many miss. All marketing starts a chain reaction down the…
Word of mouth marketing is the best form of advertising. So much so, that there are now derivatives of it in the form of influencer and sphere marketing. However, there is…
By George Paul III Branding Expert and Award-winning Designer We want them, ask for them, but rarely get them when we really need it. What’s that? Referrals. We know referrals…
