Preparing for the Coming Storm Financial & Otherwise

Preparing for the Coming Storm Financial & Otherwise

Here in Florida, hurricane season starts on June 1st and runs until November 30th. It is an annual reminder that we should hope for the best and prepare for the worst. We just had a major hurricane hit the Gulf Coast of Florida and this has provided me an opportunity to think about how we prepare for life’s events.

Thrift Savings Plans Good Enough for Government Work

When you roll over a TSP, you unlock investment options beyond funds like L, G, F, C, and S. These funds are not designed for your specific needs and have many shortfalls. With these funds, you have no discretion as to how your money is invested and you get the good with the bad.

Asset Protection & Estate Planning For Physicians

Asset Protection & Estate Planning For Physicians

The proliferation of medical malpractice gives many physicians pause. If you are a physician and you have not begun estate and asset protection planning, you are leaving yourself, your family, and your practice severely exposed.

All Is Fair In Love And War

All Is Fair In Love And War

First and foremost, let us make one thing very clear, life insurance has very legitimate purposes for many people planning for their, and especially their loved ones’, future. That said, in my experience, no single product is more widely abused by commission hungry salesmen than life insurance. In my view, any insurance is a difficult pill to swallow.

Roadmap To Selling Your Business

It is an event every business owner has thought about – selling the business.
This guide is no substitute for an ongoing relationship with an advisor, but it should serve as a roadmap for making the most of your post-sale life