When you retire, you move from a state of “have” to do something, as in “have to go to work” to a state of “getting” to do something, as in you can now focus your time and attention on activities that you enjoy (You could…
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Ep. 3 | Three Tax-Saving Strategies from the CARES Act
As we head into the holiday and giving season, here’s 3 strategies to help you save on taxes via giving thanks to the CARES Act that was passed last spring in response to the coronavirus. These changes are for this year only, so I want…
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I Learned This Riding My Bike
I was doing a power zone training workout on my stationary bike the other day. The workout consisted of a medium effort stretched out over a longer period of time. I wasn’t gasping for air during the working, and I felt like I still had…
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Where Is This Bus Going?
Business strategy and growth plans are typically locked away in an ivory tower of a corporate board room or executive office, only to be discussed with those privileged enough to be in the inner circle. We feel that clearly stating who we are, what we…
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Birchwood Dreams of Sushi
What happens when you find an occupation you love and spend your entire life working at it? One of the best documentaries out there (in my humble opinion) is one called “Jiro Dreams of Sushi.” It came out in 2011 and beautifully gives an account…
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Feeling Good About Fees
When the question of “How much does it cost to work with you?” inevitably comes up, most financial advisors want to dive for cover. It’s kind of a funny paradox. Here we are advising clients and taking on such taboo topics as how to manage…
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