Is It Time To Buy an Electric Car?

by Eric Lawton

Blog

Key Takeaways:   Seventy-one percent of U.S. drivers would consider buying an electric vehicle in the future. No need for gas, lower cost of ownership and...

Learn More

3 Ways Planning For Retirement is Like Planning For Summer Break

by Eric Lawton

Blog

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can...

Learn More

International Travel Countdown

by Eric Lawton

Blog

Traveling abroad is always an exciting time. Whether it’s your first trip or your twentieth, there’s a lot of planning that’s required beforehand. This checklist...

Learn More

Small Business Owners: Are You Retirement Ready (or Not)?

by Eric Lawton

Blog

Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring...

Learn More

5 Homeowner Estate Planning Tips to Consider

by Eric Lawton

Blog

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be...

Learn More

What Are Your Biggest Financial Concerns?

by Eric Lawton

Blog

Key Takeaways: Preserving wealth, especially for retirement, is a consistent top concern—even among the affluent. Mitigating taxes and ensuring loved ones are taken care of...

Learn More

4 Ways Wise ‘Olderpreneurs’ Can Use Their Age to Their Advantage

by Eric Lawton

Blog

Age plays a role in many aspects of life, and business is no different. Unfortunately, many have a perception of youth being something essential when...

Learn More

Planning for Succession of a Business Interest

by Eric Lawton

Blog

Business succession planning — what is it? One of the important decisions a business owner must face is when and how to step out of...

Learn More

3 Ways CHATGTP Can Make a Professionals Life Easier

by Eric Lawton

Blog

In today's fast-paced world, professionals face numerous challenges, including time constraints, increasing workloads, and the need to stay up-to-date with the latest developments in their...

Learn More

The Four Types of Advisors: Which One Should You Work With?

by Eric Lawton

Blog

Key Takeaways - Investment advisors tend to be adept at asset management. - Financial advisors and wealth managers generally offer a broad range of financial solutions....

Learn More

Life Insurance Basics Everyone Should Know

by Eric Lawton

Blog

Key Takeaways - There are two main types of life insurance—but lots of permutations. - When shopping for life insurance, consider what you want it...

Learn More

Family Governance: Keeping Family Wealth and Relationships in Good Shape

by Eric Lawton

Blog

Key Takeaways - Very wealthy families typically take a formal approach to family governance. - Both the human/relationship and technical aspects of a family governance...

Learn More