Calculated Responses: One Key to Getting the Results You Want

by Eric Lawton

Blog

Key Takeaways:   Highly successful people tend to think through their options and the consequences of various courses of action in order to arrive at...

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Midyear Financial Stress Test

by Eric Lawton

Blog

As we’ve just passed the midpoint of the year, now is the perfect time to assess your financial well-being by conducting a review. Just like...

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When Should Your Business Consider Hiring a CFO?

by Eric Lawton

Blog

Introduction: As a business owner, you understand the importance of making critical decisions that can significantly impact the success and growth of your company. One...

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Utilizing SLATs Presents a Valuable Opportunity for Married Couples

by Eric Lawton

Blog

In this blog we will discuss… Irrevocable grantor trusts Spousal lifetime access trusts (SLATs) Potential benefits of using a SLAT SLAT considerations How an annuity...

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Five Healthy Habits for Financial Wellness

by Eric Lawton

Blog

Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're...

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Value Investing and Today’s Affluent Portfolio

by Eric Lawton

Blog

A Philosophical Question Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their intrinsic value. By choosing...

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Six Keys to More Successful Investing

by Eric Lawton

Blog

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves...

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The Importance of D&O Insurance for Successful Entrepreneurs

by Eric Lawton

Blog

Key Takeaways: D&O insurance is meant mainly to protect company executives and board members against claims resulting from their actions related to running a business....

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An Introduction to Estate Planning for the Sandwich Generation

by Eric Lawton

Blog

For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate...

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Three Moves that Can Help You Get the Most from Your People

by Eric Lawton

Blog

Key Takeaways: You want engaged workers—people who are emotionally invested in your company’s goals. Flexibility in location and scheduling has become a big driver of...

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Business Owners: Life, Liberty, and the Pursuit of Financial Independence

by Eric Lawton

Blog

Being a business owner can be rewarding but also may bring a lot of stress. You may be experiencing the pressures of trying to grow...

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Wellness in Retirement: The Benefits of Social Wellness for Retirees

by Eric Lawton

Blog

Social isolation makes people more susceptible to illness and death.1 While retirement is a time for relaxation and enjoyment from a lifetime of work, it may lead...

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