Blog

In many cases, business owners don’t develop an exit strategy until it is too late.  Most of the time, the extent of the existing exit strategy is hoping someone will walk in the front door with a big check or just having faith it will take care of itself. For those owners that want a little more strategy than that, we look at the following to help determine which alternatives might...

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Jason Brown

I love watching Antiques Roadshow. I think a complete amateur happening upon a piece of art for $5 at a yard sale only to find out it’s worth $50,000 is, well, fun. You can CLICK HERE to watch one of the most unbelievable moments in the history of the show. Before entering this industry, I envisioned financial markets as a kind-of giant yard sale. You’d wander around stacks of securities,...

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By Rebecca A. Moore of Nyemaster Goode

One of the most important considerations in an estate plan is who will take care of your children if something happens to you and your spouse.  If you fail to designate a guardian, the court will be forced to choose one for you.  As you can imagine, this can result in unnecessary family conflict and financial expense.  You can avoid this...

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An unforeseen disability due to injury or illness that would prevent you from earning an income is an event that, if left unprotected, can have a catastrophic impact on your financial health.  If you are unable to earn an income, meeting household expenses either in the short- or long-term could force you to liquidate assets set aside for other purposes, such as your retirement or your child’s education savings. The purpose...

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Ross Polking | Senior Business Development Advisor at Foster Group

Bill Belichick.  The name elicits a wide range of emotions and responses.  Like him or not, his unprecedented success as head football coach for the NFL’s New England Patriots is worthy of some level of respect.  He has compiled a 209-78 record at the helm for New England while amassing five Super Bowl victories.  Five.  That’s more than any coach in NFL history…and he’s still going at it.  This incredible...

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“To Live, to Love, to Learn, to Leave a Legacy.” That subtitle of a book by Stephen R. Covey provides insight into our lives. Why is that last part so difficult? People’s eyes light up when they talk about how they want to impact the world, but mention estate planning, which is essentially preparing for the transfer of your “wealth” measured in financial and other terms, and, too often, the...

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“I’ll Have What She’s Having!”  Not always the best idea when looking at Medicare options… This famous line, spoken by director Rob Reiner’s very own mother, Estelle, at Katz’s Deli in the romantic comedy, When Harry Met Sally, always makes me laugh.  When we are making big and small decisions, we often consult our friends.  Many times, we decide to take the path of least resistance by electing to make the...

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Jon Evans, CFP®, AIF®

Over spring break this year, my family took a trip to Disney’s Magic Kingdom.  It was truly magical, especially for our three young kids!  We saw characters and princesses, rode incredible rides, and experienced amazing performances and parades.  But, the most awe-inspiring element of the entire park was Cinderella’s castle.  As you walk toward the castle, you can’t help but be moved by the size of it.  It’s a beautiful, perfectly...

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