

Successful Succession Planning
Only 28% of family businesses have a succession plan
Small business owners are vital to our economy. They create jobs, innovate, add ...

Brian
Mar 3, 2022


Walk in Your Shoes
I walk a mile in your shoes
And now I'm a mile away
And I've got your shoes
- Kings of Leon, "Comeback Story"
The above verse ...

Brian
Feb 24, 2022


Financial Doctor
Advice for physical and financial health - don't wait until there is a problem before seeking help. The parallel is they both need to ...

Brian
Feb 17, 2022


Mike vs. Monte
"Everybody has a plan 'till they get punched in the mouth."
Mike Tyson’s cogent remark applies to financial planning as well. We all ...

Brian
Feb 10, 2022


Small Business, Big Needs
Owning a small business has its rewards, but increases the need for financial planning
The last two years showed us the importance and ...
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Brian Harvey
Feb 3, 2022


Retirement Education
Retiring is inevitable. Most workers will their jobs at some point - voluntarily or not
If the last two years taught us anything, it is ...

Brian
Jan 13, 2022


Are Financial Advisors Still Relevant in a Digital World?
A guide to Determining if You Should Work with a Financial Advisor
Warren Buffet warned to "never ask a barber if you need a haircut".

Brian
Jan 6, 2022


You Got This!
Increasing levels of success comes with economic benefits as well as increased responsibilities. As you mature in your careers ...

Brian
Dec 23, 2021


Inflation Riff
Housing, autos, and semiconductor-based products are not the only big-ticket items succumbing to inflation.
Many people thought...

Brian
Sep 28, 2021


Negentropy
A concept from physics called negentropy could help your life run smoother.

Brian
May 5, 2021