Living Beyond “90/10” Generosity
As we continue to explore what generosity looks like this year, we found this video inspiring and think you will too! A life of generosity can encompass so much more than monetary donations. Please pass this along to others you know who will be inspired in their generosity. This video is courtesy of Generous Giving. To […]
5 Steps to Succeeding at Business Succession
by Ryan Kurtz In a 4×100 relay race in the summer Olympics, just because a team has the four fastest runners does not mean they will win the race. If they spend their practice time only trying to get faster, they still may not have the winning team. Most 4×100 relays are won or lost […]
Cybersecurity
Password Protection An exercise most of us have had in place since the start of our computer use over the years has been using passwords to access various systems. Most systems we work with require a password just to use, and some even have specific requirements for the details of the passwords we choose. The […]
Five Reasons to Have Money in a Savings Account
One financial recommendation clients sometimes think is boring and unnecessary is to have money in a savings account. We normally recommend that a working family have between three to six months of their living expenses in a savings account. For a retired family, we recommend having up to one year of living expenses in a […]
15 Year Anniversary
by Ron Bare May 12th of 2001 – 15 years this past May, I was led by God to take a step of faith and follow a calling of which I only knew the next step. That next step was to leave a large financial services organization and start a new company, then known as […]