Author name: Mike, CFP®, Founder | Sr. Wealth Advisor

The first time an owner tells us his kids aren’t taking over the business, he usually says it like he’s […]

An owner’s brain at 6pm is still in triage mode. Yes. No. Ship. Don’t ship. Hire. Fire. Approve. Kill. Call

A blanky is comforting to a small child. It feels better to have it than not to have it. The

Most business owners we meet are 90% concentrated in one asset and call it diversified. The asset has their name

Every business owner I know says he wants to retire someday. The same owner, when the someday gets inside twelve

Love Looks A Lot Like Planning By Mike Clark CFP® Love gets marketed to us backwards. We are told it

Change Is in the Air: And It’s Not Asking for Permission. Pull up a chair. Let’s zoom out for a

The K-Shaped Economy Isn’t a Theory, It’s the Backdrop For a while, K-shaped economy sounded like economist jargon, something used

The Widow Tax “Time Bomb” (That Mostly Isn’t) Fear sells. Always has. In financial planning, one of the oldest fear

How a Popular Internship Taught Me Exactly What Kind of Advisor I Never Wanted to Be By Mike Clark Twenty-five