by GeorgeG | Jan 9, 2022 | Blogs
I’m excited you’re interested in how to get good with money and I’m confident I can help you get where you want to go. This article will go through 7 steps to help you achieve financial prosperity. It’s not enough to know about money. It’s not enough to...
by GeorgeG | Dec 1, 2021 | Blogs
“Education is the passport to the future, for tomorrow belongs to those who prepare for it today.” – Malcolm X Taking Personal Responsibility for Your Potential Things are changing fast. We know so much more today than we the previous generation knew at this...
by GeorgeG | Dec 1, 2021 | Blogs
With the Department of Labor’s (DOL’s) recent release of proposed regulations, it’s time to revisit environmental, social, and governance (ESG) factors. In short, here’s what you really need to know: Consideration of ESG factors is permissible (and seems to be...
by GeorgeG | Nov 18, 2021 | Blogs
The family trust has been a powerful estate planning tool for a long time. The need for what trusts do came about in the 12th century, and family trusts have been used for a long time as well. Over a century ago, Frank Mars (candy bars) created a trust which had the...
by GeorgeG | Oct 26, 2021 | Blogs
Improving and maintaining your credit is an important step on your path to financial success. Credit is an integral part of our lives that can impact where we live, the kind of car we drive, and even where we work. Having good credit can bring down the costs...
by GeorgeG | Oct 22, 2021 | Blogs
You’re thinking about buying a home, that’s very exciting! Home ownership has always been an integral part of the American Dream, and home values account for a large portion of many Americans overall net worth. With that in mind, it makes sense you want to...
