Need a tool to clarify intentions and set policies and procedures to take your business into the future? Read this article to learn all about family business charters. https://t.co/qhZkDf06WM
A survey of CEOs and family business owners found these seven strategies can help family business leaders secure their legacy from generation to generation. https://t.co/fkr7DAjNY6
This economist shares why the 401(k) needs to be reformed if it’s going to be more than just an “accumulation vehicle” and turned into a true “retirement plan.” https://t.co/IqueSRsrsU
“Science provides an understanding of a universal experience. Arts provide a universal understanding of a personal experience." —Mae Jemison. Knowing yourself is critical in knowing what you want. How are you using your personal time for self-discovery?
"Our chief want in life, is somebody who shall make us do what we can." —Ralph Waldo Emerson. Sometimes it’s hard to see your own potential without someone's support. Who has inspired you as a mentor, friend, or personal hero?
The IRS usually has three years to audit you. But there are many exceptions that give them six years or longer. Here’s what you need to know if you’re audited by the IRS. https://t.co/zhA8Dmx8n5
Life has changed for many seniors over the past year. The result is uncertainty and fear about Boomer’s financial futures. This article shares how to face your fears, avert financial doom and design the life you want. https://t.co/sP3GM4yuNE
2022 will mark the 168th consecutive year we’ve issued dividends to eligible participating policy owners. Give me a call today to start planning for tomorrow and take part in any future dividend. #GoodAtLife https://t.co/Q2JjYG3tIc
"If a man does not keep pace with his companions, perhaps it is because he hears a different drummer. Let him step to the music which he hears, however measured or far away." —Henry David Thoreau. When have you gone against the norm and did something uniquely you?
While making financial resolutions to improve your situation is good practice at any time of the year, here are five actionable steps you can take to make better personal finance decisions in 2022 and beyond. https://t.co/NQzismAeIg
During the “great resignation,” millions of Americans chose to retire within the past year, but for those who retired, a surprising number chose not to take Social Security right way. Learn the simple reason why in this article. https://t.co/5Ehulrjro2
A recent Bank of America survey shows Gen Z women are less likely to feel knowledgeable about their finances. Here are the top five things Gen Z women can do to make sure they reach their financial goals. https://t.co/g9rNsrogHO
Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about your options. It's easier to start making a difference than you may think. #HappyNewYears
Happy #Thanksgiving! Today, give thanks for your loved ones, the time you spend together, and the memories you make. When the festivities have quieted, give me a call and we'll talk about how to protect them. https://t.co/mcNLs5khvf