CPAs and Advisors
Our team has a lot to share with you. Here’s some forward thinking about matters affecting your financial health.
“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein. It is the foundation for success. This applies to the succession of your business or your family or loved ones’ businesses. (more…)
Many of you will remember Jack Benny, the deadpan comedian. Jack was famous for acting out the story of a holdup. He was robbed at gunpoint and the thief was not joking as he uttered: “Your money or your life!”. Jack would look at the camera in his inimitable style, sigh and put his right hand to his face. When the thief showed impatience at his lack of response, he nudged him with the barrel of the gun, and asked: “Well?”. Jack replied: “I’m thinking, I’m thinking”. Humor aside, I think most of us would consider this an easy decision. (more…)
“The best way to predict the future is to create it” (credited to Abraham Lincoln and Peter Drucker)
Can you predict the future? I suspect most of you reading this would say no. For those that would say yes, perhaps you need some therapy (humor intended). (more…)
Real Estate as an Asset Class
Hire Your Children
The 4% Rule
Succeeding at Succession
Your Money or Your Life