by Tom Fleishel | Dec 5, 2019 | Uncategorized
Most people see the new year as a fresh start. It’s a blank page where you can start writing a new story, laying out new goals and setting the groundwork for the year to come. What’s the best way to get your year off to a good start? Here are some great tips and...
by Tom Fleishel | Dec 5, 2019 | Uncategorized
As you near retirement age, you should already have a significant amount of retirement savings but that doesn’t mean you shouldn’t preserve what you have and continue looking for growth opportunities. Here are some ideas you can use to maximize your savings in the...
by Tom Fleishel | Dec 5, 2019 | Uncategorized
The holiday season is a great time to score some major shopping deals but it isn’t always easy to stick to your budget. Stores offer huge discounts, gift card promotions, and free shipping to draw you in, hoping that you’ll overspend on items that aren’t on sale....
by Tom Fleishel | Nov 5, 2019 | Uncategorized
The holiday season is upon us but, if you’re a small business owner, odds are you’ve already been preparing for weeks. After spending countless days getting ready, it can be hard for small business owners to put their plans into action while coping with the rush of...
by Tom Fleishel | Nov 5, 2019 | Uncategorized
The holiday season is upon us but, if you’re a small business owner, odds are you’ve already been preparing for weeks. After spending countless days getting ready, it can be hard for small business owners to put their plans into action while coping with the rush of...
by Tom Fleishel | Oct 31, 2019 | Uncategorized
So many of our clients come to us within a few short years or less before they plan on retiring. Once they do, they say they visualized a retirement far different from the one they actually are experiencing. Before they stopped working, they thought retirement would...
