Just in time for the holidays, we’d like to feature one of our longtime clients: Patti Eisenhauer Dance Center, a local dance school that has been wowing the Bellingham/Franklin, MA, community with their amazing performance of The Nutcracker for over a decade! Every year, this show combines visual splendor and classic music, and it has become a part of the community's holiday tradition. A … [Read more...]
Your Financial Team: Management Meeting
We know many of you have been building your financial teams with the help of our recent blog posts. You’ve gotten started, recruited key members. Well, now it’s time to put those players on the field and see what happens! You can do this by scheduling a Financial Team Management Meeting, so your financial team members can all be in the same room together.For example, our recent management … [Read more...]
4 Retirement Options for The Small Business Owner
As a small business owner, you’re always preparing for the future of your business: you’ve probably got a 1-year plan, a 5-year plan, and more! With all these company plans--as well as the day-to-day craziness that comes with running a small business--it’s easy to lose track of your personal financial planning. However, it's always a good idea to start retirement planning. Don't wait to save for … [Read more...]
Your Financial Team: A Financial Advisor’s Role
Our clients gave great feedback about our articles on why you need a financial team. Still haven’t gotten yours together? Read about how to get started.Last month, we talked about your insurance provider’s role on your financial team, and went over some commonly-asked questions. This month, we spoke to our wonderful local financial advisor, Candace Sallale of Sallale Financial Strategies, LLC … [Read more...]