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What’s in Store for 2024
What’s in Store for 2024

Have you asked (or wondered): When’s a good time to get into the market? The market seems hot; is it time to get out? What's in store for 2024? Should we prepare for a recession this year? We don’t time the markets, and we certainly don’t pretend to know what will...

Life Insurance 101
Life Insurance 101

Is life insurance considered financial protection or an investment? What type is best for you: term or permanent?  What does “permanent” really mean? How much coverage do you need, and what's the cost? These are just a few questions that arise when discussing life...

Is The S-Corp Hype Warranted?
Is The S-Corp Hype Warranted?

Picking an entity structure for business owners is a crucial decision with legal and tax implications. Would you believe that over 75% of business returns received by the IRS are S-Corporations ("S-Corp")? Let's discuss the benefits, limitations, and strategies...

Assessing Your Cyber Health
Assessing Your Cyber Health

If cyber threats are more prevalent than ever, why is cyber health still such a low priority for most clients? Cyber risks threaten every financial asset! Over the past two decades, cybercrime has increased 17-fold, is up more than 600% since the onset of COVID, and...

Health & Wealth
Health & Wealth

How do you think about your health in relation to your wealth? While both are important, they are challenging to address simultaneously. But can’t we all agree that health and wealth aren't mutually exclusive? Solid physical health enhances your “health span.” This...