As the ground layer of the financial planning pyramid, cash management is the foundation of your financial plan. If you can’t manage what comes in and out every month, then your financial plan won’t have the stability required to be able to focus on the other layers of the pyramid.
The Wealth Group team is excited to have been named on Forbes’ “Best-In-State Wealth Advisors” list for the third consecutive year.
As we’re in the midst of the COVID-19 health and financial crisis, you likely have been watching the stock market decline and worrying, “what does this mean for me?”
My wife Krista and I have been blessed with three children. In case you have lost count, Austin and his wife Jennifer have been blessed with eight children (and counting?).
I’m still amazed at the number of vehicle commercials I see when watching a sporting event on TV. The automotive industry is projected to spend more than $15 billion on digital advertising alone in 2019. Advertising works. That’s why auto companies are spending more money than ever on advertising. What the auto companies are selling, Americans are buying.
Should you hire a financial advisor? To find out the answer, a great question to ask is whether your financial life today is meaningfully improved from where it was 3 years ago.
Every spring, the Gallup Organization asks American adults this simple question: “What is the best long-term investment?” And for the fifth year in a row, the top response was real estate.
When we work with clients we work through the seven major areas of financial planning for each individual plan. Cash-flow Planning Investment Planning Retirement Planning Insurance Planning Tax Planning Estate Planning Education Planning Each one of these areas plays a critical role in ensuring you maximize each dollar to accomplish your family’s financial goals and we enjoy walking through every one of these parts to the financial plan with our clients.