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Tag: Money Management

Information that helps you

Money Management for Retirement

  • Posted by Duc Quach
  • On October 13, 2017
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    • 12 likes
Over the years, retirement and money management has gotten more horrifying.  With so many uncertainties that come with living, money is at the top of the worry list.  What steps do you need to take to ensure that you can maintain the quality of living and be able to cover expenses even after your death? 

What are the Benefits to Managing Investment Risk?

  • Posted by Duc Quach
  • On June 23, 2017
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    • 10 likes
Having a plan is great. When we were younger we had a plan to work at our dream jobs, or see the world, or retire at a certain age. What we usually do not plan on is what would happen if something were to stand in the way between us and that plan. Often, we

Building a Strong Accounting Team

  • Posted by Brit Summerill
  • On January 25, 2017
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    • 12 likes
A common response from companies we work with is that they already have a CPA or they are already working with an accountant. Most companies do not understand what having a CPA or accountant really means. This statement is about the same as stating all doctors are the same. You wouldn’t go to a dermatologist

First Responders Need Living Benefit Accounts

  • Posted by Duc Quach
  • On December 7, 2016
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    • 13 likes
As the holidays come, it is a time of unity and happiness. Though for some individuals it is a rough time. It is a time where loved ones are gone, sick, or financially troubled. For first responders, there is a higher risk because their jobs do not stop for the holidays. Recently CBS Local put

A New Way to Grow Your Assets

  • Posted by John Montoya
  • On November 21, 2016
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    • 14 likes
Personal responsibility is the key to happiness and freedom.  We tend to forget this every four years when we go to the polls to elect our next president.  So much hope is placed on one candidate and then despair if the outcome isn’t what we want it to be. The truth is, despite if you

Are Your Assets Election Proof?

  • Posted by Duc Quach
  • On October 24, 2016
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    • 14 likes
Wouldn’t it be nice if your financial plan performed regardless of who gets voted into office? Are your going to be able to protect your money when November comes? Some Democrats point out that Donald Trump has filed for corporate bankruptcies four times.  He’s unfit to lead our economy they may say. Some Republicans point

The Best Way to Pay Off Your Mortgage Isn’t What You Think It Is

  • Posted by John Montoya
  • On September 19, 2016
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    • 12 likes
The American dream has always been to have a house to call home. For most, this dream is one that requires a mortgage payment to go with that roof over your head. If you’re like most, you start calculating what is the best way to pay off that mortgage as soon as you start paying

Chronic Illness It Can Happen to Anyone-A story about Jack Morgan

  • Posted by John Montoya
  • On June 22, 2016
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    • 12 likes
You’ve worked hard to build assets (home,401k, 457 plan, business) and a comfortable lifestyle for your family. A chronic illness could cause you to sell your assets or spend down those assets at a much faster rate than you ever imagined. And that can dramatically change your family’s lifestyle and plans for the future. When

Life Insurance Cash Value: The Ultimate Rainy Day Fund

  • Posted by Duc Quach
  • On May 20, 2016
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    • 9 likes
Did you know that Life Insurance Cash Value is you ultimate rainy day or emergency fund? Most Americans tend to keep a savings account or what we refer to as an “Emergency” or “Rainy Day” Fund and if you are like the typical American, chances are you keep that savings at your local bank. For