Where Do You Find Time for Planning?

by | Mar 6, 2025 | Newsletter

One of the biggest sources of friction in planning for a successful future is time. Successful business owners like you aren’t sitting around, twiddling your thumbs, and wondering what to do with all this extra time you have. How can you, with everything else you have...

Rewiring, Not Retiring – The Next Chapter

by | Mar 4, 2025 | Newsletter

For the past two years, I’ve been talking about my transition—moving from “retiring” to “rewiring.” Most people dream of retirement, only to find themselves asking, “What’s next?” I knew I wasn’t going to retire in the traditional sense; instead, I’m stepping into a...

What Makes Your Team Special?

by | Feb 20, 2025 | Newsletter

Planning for a successful future both inside and outside of your business generally requires advisors who are specialists. These specialists play specific roles in bringing together what can be a large and complex plan that positions you to achieve financial security...

3 Traits of Valuable Businesses

by | Jan 21, 2025 | Newsletter

Having a valuable business could position you to do the things you want in both your personal and professional life, from taking advantage of the perks of owning a successful business now to planning for your eventual retirement and cementing your legacy. But how can...