November 30, 2021
“Ah shoot. My wife gave you the wrong set of tax returns.” I almost dropped the phone. “Wrong set of tax returns.” The phrase hit me like a Mack Truck. Wow. I hadn’t even considered there […]
October 31, 2020
In the last few weeks, I was presented with an opportunity to purchase a book of business from another firm. They perform similar functions to mine, and it was a logical fit. The seller reached out […]
September 27, 2018
Many savvy investors want to talk about their ROI’s, their ability to make massive amounts of money, and all their other various financial accomplishments. All of those things are very important when making sure you financially […]