Our proprietary PEAK System is designed to help you improve, hit higher […]
Control What You Can Control
Dear Friends, Last month, I had the opportunity to volunteer at a […]
Let’s do the work! Get optimized with PEAK
Each month, we send you a note about our PEAK system and […]
Retirement Hierarchy of Needs, Part 4
This blog post is the fourth, in a series of 4, on […]
The Retirement Hierarchy of Needs, Part 3
This blog post is the third, in a series of 4, on […]
The Retirement Hierarchy of Needs, Part 1
I know this is cliche, but I’ve got to say it: This […]
The Retirement Monster Your Clients Don’t See Coming
As Halloween fast approaches, I think about the scary movies that creep […]
Let’s talk about tax, baby
Ben Franklin once said, “…in this world, nothing is certain but death […]
Bonds vs. FIA’s
I remember my first bond. And no, I’m not talking about a […]
It’s All About the Process
As we wrap up Week Two of the NFL season and Week […]
A worthy ministry and a powerful weekend
Friends, I have to share this photo from my weekend. Many of […]
How might the proposed DOL rule affect your business?
Earlier this year, The Department of Labor (DOL) proposed a Fiduciary Duty […]