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Wednesday, June 26, 2019

Preparing for retirement is no easy fete. A popular misconception is that a simple 401 (k) and Medicare is all you need to live your best life during your golden years. In an ever-changing world, successfully preparing for retirement...

 

Wednesday, May 22, 2019

What do health and wealth have in common? More than you might think! Having a solid healthcare plan is imperative to protecting your financial wealth portfolio. Unexpected health crises can make a significant impact on your hard-earned...

 

Friday, March 15, 2019

Most people recognize that annual checkups with your doctor are a critical part of wellness and preventative healthcare, but are you caring as closely for your financial health? It’s just as important to do an annual or...

 

Friday, January 18, 2019

With the start of a New Year, we all tend to have a list of resolutions that we have been focused on since January 1. Some people want to lose weight, exercise more, quit smoking, eat more fruits and vegetables or simply create a...

 

Monday, November 26, 2018

Tim Johnson, Chief Investment Strategist at Lincoln Financial Advisors, talks in this video about the important 7 Investment Principles. I have outlined some of his key important messages, from the video, below. Ten years ago, the...

 

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Friday, October 12, 2018

You have an estate plan; you probably even remember creating it—making the decisions and pulling together the documents was probably a time-consuming and tedious effort. The initial process of creating an estate plan can be a lot...

 

Monday, September 10, 2018

This past June I had a difficult decision to make regarding my knee. Prior to this knee replacement surgery, I researched my options and met with different surgeons who provided 4 different options. This was a decision that I took...

 

Monday, August 13, 2018

Over the years, it’s been my experience that most business owners are not asking themselves critical questions as they develop their exit strategy. For those of you who own your own business, a well-constructed exit plan will...

 

Wednesday, July 18, 2018

Life is good, but there are circumstances in life that none of us can predict. These circumstances can sometimes put a temporary damper on our lives and other times can affect our lives permanently. You never want to imagine that you...

 

Monday, June 11, 2018

It’s officially summer! The sun is shining, the kids are out of school and vacations are planned. Now couldn’t be a more perfect time to kick start a healthy lifestyle plan. We genuinely care about the health and wellbeing...

 

Thursday, May 10, 2018

Brought to you by Rick Farrar in conjunction with Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Although summer is just around the corner and is usually spent in relaxation mode, you...

 

Tuesday, April 17, 2018

It seems that every year goes by faster than the last. One minute your children are making their first communion and the next they are off the college. You’re so busy with life that you can often push away the fact that one day...

 

Thursday, December 17, 2015

When it comes to investing your hard-earned money for the future, patience is a value that can have no monetary figure attached to it. Sometimes it is difficult for individuals to understand and appreciate the value of long-term...

 

Tuesday, December 15, 2015

Whether retirement is just around the corner or decades away, the manner in which you invest your funds today can impact how much money you actually have when it comes time to hang up your business attire in favor of flip flops and...

 

Monday, November 9, 2015

Investing is a tricky concept for most Americans. In essence, you are trusting your money to variables you have no control over, and hoping it will work out for you in the long run with beneficial returns that allow you to retire...

 

Monday, November 9, 2015

Three of the scariest letters in the American vocabulary are "IRS." The Internal Revenue Service strikes fear in the hearts of many taxpayers, as the prospect of an audit is so uncomfortable that most joke they'd prefer any variety of...

 

Tuesday, October 13, 2015

When you work for a major corporation, something as important as your retirement is often an afterthought for most employees. After all, it is the employer's responsibility to provide in-full or partially for your retirement. What...

 

Tuesday, October 13, 2015

The word entrepreneurial is multi-faceted. What was once used as a term to define business acumen can now be used to describe skills and a mindset within an individual that is characterized by traits such as innovation, creativity, and...

 

Friday, September 11, 2015

American capitalism and democracy may have won the Cold War in the last century, but it set the stage for an economic battle at home between the haves and the have-nots. Income inequality has become a big issue across the country, but...

 

Friday, September 11, 2015

When it comes to the formation of your business, one of the most important documents you completed was a business plan. With a solid business plan in place, your company was on the right path to determine and monitor objectives, secure...

 

Monday, August 24, 2015

In order to be financially successful you must follow trusted strategies for managing the various financial components that come into play, no matter who you are or what your level of income may be. Unfortunately, in this day and age,...

 

Wednesday, August 5, 2015

America is fascinated with the Do-it-Yourself (DIY) concept. Partially as a result of the Great Recession, Americans have taken on tougher tasks around their homes and in life in general in an effort to save money. Sales at home...

 

Wednesday, July 15, 2015

When you work as a contributing member of the economy, you are often judged by your character and reputation. Do you know what these words really mean? More importantly, what role do they play in business? Character & Reputation...

 

Wednesday, July 8, 2015

As a professional and business owner, I have developed an understanding of the importance of giving back to the community. As a proud supporter of the Southern Baptist Theological Seminary, I find it very rewarding to give back by...

 

Monday, June 8, 2015

If you are worried about the future success of your children - and what parent isn't - teaching them financial responsibility is one of the best things you can do. The financial lessons you teach your heirs now will stay with them for...

 

Monday, June 8, 2015

Throughout the course of your working life, you've built an estate consisting of physical assets, financial reserves, and investment portfolios. Your wealth has supported you and your family for years, but what becomes of those assets...

 

Thursday, May 14, 2015

The competition for top talent is fierce in today's business climate. In-demand individuals with talent and skills in social-media management, digital marketing, programming, and IT are few and far between. Recruiting these individuals...

 

Tuesday, February 17, 2015

Many rank-and-file employees don’t fully understand the role of their company’s CEO. Often, they think that the CEO of the company has it easy, but that is rarely true. In the vast majority of cases the individual occupying the corner...

 

Thursday, January 8, 2015

It is important to create a predictable and planned leadership transition, or succession plan, to safeguard your organization against unplanned or unexpected changes in leadership. This is vital for the success of business owners’ and...

 

Thursday, January 8, 2015

When you leave one job for another, you have an important responsibility to address -- deciding how you will deal with the 401(k) and other retirement savings accounts that you have with your former employer. You have one of four...

 

Tuesday, December 9, 2014

Whether 2014 was a prosperous year, a struggle to rebound from losses, or an uphill climb to get your business off the ground, a year-end tax strategy will help you keep more of the money you’ve earned. Though April 15 is the deadline...

 

Tuesday, November 25, 2014

We’re very excited to announce the launch of two new business tools to help in communication with our valued clients. Our client base has spoken. They’ve let us know that the way they consume information and communicate is changing....

 

Friday, November 7, 2014

We're so proud to announce that Michelle Largen, our Practice Manager was honored on October 8th at the Lincoln Financial Advisors/Sagemark Consulting PREMIER PARTNERS Staff Symposium. Michelle was recognized as one of the top 5 staff...