Living Life as Opposed to Simply Existing By Bruce Eisenhauer Financial Advisor When I take the time to think about the people who have had a most profound impact on my life, I realize that they all have some commonalities. They all strive to help others, and they all live life to the fullest.
By Jaymon Meikle, Financial Advisor My family and I recently moved to Tennessee, and I was able to cross off a financial milestone – we bought our first home.
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …
When you sit down to set your goals, do you also set your fears? Recently, I had the privilege to participate in a workshop with other financial advisors to help us improve in our respective roles.
Years ago, a speaker at our church encouraged us to “avoid extremes.” Right away my mind went to sadness or anger and he addressed that. The part I didn’t see coming was to avoid extreme happiness or being extremely prideful.
Dail Meikle The big news in year-end legislation is the long-anticipated SECURE Act was passed and will take effect on January 1st of 2020. The Act includes sweeping changes in several areas, including to Required Minimum Distributions, or RMDs, which affects many of you. Let’s looking at a …
Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically
The so-called “Peanut Butter Manifesto” written by a Yahoo! Executive in 2006 gave us a term that hasn’t worn thin yet. The “Peanut Butter Approach” is a derisive term used in business to describe spreading anything – money, energy, time – too far and too thin to be effective or useful.
Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?
Jaymon Meikle As a father of five young kids, I frequently ask myself, “am I raising my kids in the best way possible?” Any parent can relate, and I’m sure has many of the same questions and worries that I do about raising kids.
Identity theft is increasingly common and severe in today’s digital world. Although many organizations now provide services for credit monitoring, how can you make sure you’re adequately protected? Also, if you work with industry professionals, how can you feel confident your information is …
by Robin Bitner Legendary basketball coach John Wooden said simply: “The most important thing in the world is family and love.” Who can argue with that?