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From the Desk of Todd Wike

From the Desk of Todd Wike

As parents, we often find ourselves in awe of our children’s accomplishments. We take pride in their successes, celebrating their milestones with joy and gratitude. Recently we’ve celebrated some personal successes in our family. Charlie graduated from the fifth...
When should you ignore conventional retirement advice?

When should you ignore conventional retirement advice?

In certain cases, taking a less traditional route may be a better financial fit. It’s human nature to want to take mental shortcuts, like following the crowd to find that best-selling gadget on Amazon. We read all the reviews and think, “If it worked for all these...
Identify the connection between net worth and risk tolerance

Identify the connection between net worth and risk tolerance

Understanding your risk profile is an important component of managing significant wealth. Nobody wants to financially erode the portfolio they’ve built by making risky choices at the wrong time. You spend nearly half of a lifetime working hard to prepare for a secure...
4 priceless money lessons for kids

4 priceless money lessons for kids

Financial literacy is a gift that lasts a lifetime. Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re...
Retain top talent and maintain tax efficiency

Retain top talent and maintain tax efficiency

Maximize the compensation you pay top talent with non-qualified deferred compensation plans. Non-qualified deferred compensation (NQDC) plans are a way for an employee to postpone earned income by delaying or deferring when earnings are paid. They allow your employees...
Yogurt-Marinated Grilled Chicken

Yogurt-Marinated Grilled Chicken

Yogurt is ideal to use in a marinade for both its flavor and ability to tenderize meat. It contains lactic acid, which tenderizes more slowly and gently than a citrus juice or vinegar-based marinade, so you can leave your meat to soak overnight without it becoming...