Earlier this year, Jeff Green and Lauren Smith interviewed Sharon Birkman, the CEO of Birkman International, about finding your “why” using their proprietary
2022 has been a volatile, tumultuous year for the market. As we move into the final quarter, Jeff Green and Lauren Smith offer up their opinions on what’s going
Your retirement is one of the most important things you’ll ever plan for. And because of that, the thought of any risks can weigh heavily on our minds. Do you
October is Cybersecurity Month. Most of the time when we are talking about cybersecurity in the financial services and retirement planning industry, we are
The years you spend in retirement are supposed to be your “golden years.” A time to fulfill your dreams. Relax, travel, study, volunteer, or hang out with your
Do you know what motivates you? Do you know what fulfills you? Do you know what your “why” is?
These are big questions, but the Birkman Method can help you
Most folks would agree the car buying and leasing experiences leave a lot to be desired. The sales spiel, the haggling, the game-playing… it can just feel like
These days, it feels like everywhere we look, we see messages of doom and gloom. We are constantly being told by the media that the markets, politics and even
Even in turbulent financial times, the one thing you can always count on is a sound financial plan – and advisors who help you pivot with and understand the
There’s no doubt the current market is ugly. We have fielded many calls from concerned clients -- and understandably so. With everything you hear on the news
As a parent, you want to support your kids to get them started in life. But how do you know when you're giving them too much financial support?
In this episode
There will eventually come a time when you pass away but that doesn’t mean you should wait until then to start building a comprehensive estate plan.
In this