Posts by cbrown
Retirement Planning – Will You Retire Today?
Are you one of the 10,000 who will retire today? Retirement planning can get you there. Our “baby boomers” the ones who have lead, and defined our great country for the past 40 years are now re-defining their own, and very personal next chapter, retirement. As with all transitions, they are not without challenges. In…
Read More5 Things to Consider When Changing Your Retirement Plan
When someone changes jobs or decides to retire then it’s a good idea to review your retirement plan. Your situation and your goals will determine the best strategy for updating your plan. There are several options, and really depends on what your situation is and what you are trying to accomplish with this money. As…
Read MoreLife moves fast, start planning today
A quick original video, enjoy and call us today to schedule some time to meet up and talk about your future.
Read MoreI could have been a Contender….
Recently, I was reading CNBC and they posted a question & poll: “CNBC First 25: Leaders, Icons and Rebels” This is being positioned as “Who Mattered and Who Didn’t” wow, what an interesting question. What CNBC has done, is listed 200 influential men and women, along with links to their profiles and they are asking…
Read MoreThe Proper Goal
Often times, January is a month for goal setting for business, families and individuals. What is often off target when setting goals, is actually writing them down, and being specific with the goal. Here are some examples. Goal #1: Increase sales by 10% The Proper Goal: Increase sales by 10% by doing the following: We…
Read MoreAsset Allocation for yesterday, today and tomorrow
How much risk are you taking with your investments?
Read MoreDebt & Spending
Since our Government is currently closed for business due to the debate on debt & spending, thought we should post this video.
Read MoreLife in a Box?
We provide clarity and purpose to help you make informed decisions.
Read MoreUSA Rugby High Performance Plan
In an effort to address the question that Alex Goff of RugbyMag recently asked in an article titled “lack of an HP Plan must be addressed” this paper will outline some thoughts and offer up a workable solution. This paper, will outline the issues, offer up a reasonable solution to the challenges and a way…
Read MoreSeptember Tips for Busy Families by MultiGen Wealth Services
September is traditionally a busy but very productive month, summer vacations are over and families are getting back to work, back to school and back on track to complete all of those action items outlined during the year. Here are a few Tips to make your September even more productive. The family meeting: A weekly…
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