Two weeks ago, Winter Storm Jonas dumped nearly 2 feet of snow on the east coast. Three weeks before that, the Mississippi was flooding the Midwest.  Both events lead to huge business and economic losses. March is 26 days away…

It’s been estimated that the owner of a typical small- to medium-sized business has up to 90% of their personal net worth tied to their business.   Their retirement plan is simple:  Sell the business for a whole lot of money…

Let me ask three questions. Are you: Depressed because you blew all of your opportunities to lower your taxes? Thinking about all the lost opportunities to retire at a younger age? Regretting all of the Christmas eating and New Year’s…

In their book, The $10 Trillion Opportunity, Richard Jackim and Peter Christman note that: “…Within the next 20 years, more than 90 million people in the US and Canada will be retiring.  These are the “baby boomers,” the generation born…

If you have $1 (one dollar) in your retirement account and you are age 25-64, congratulations you have more money in your retirement account than 45 percent of Americans in that age bracket. Many Americans are not saving for their…