Blog
The Path of Inflation—It's All About That Base
Whether it's the price of bread, gasoline, or rent, we all feel inflation. As consumers, we often feel inflation differently than the Fed measures inflation. As the Federal Reserve has risen interest rates at an unprecedented...
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Merited Wealth Market Conversations - November 2022
Merited Wealth Market Conversations. As plenty may know, financial markets have been a source of fear and frustration for many. If you’re struggling to understand the current moment or looking for a clear market update, then...
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The Road to Independence
The Road to Independence The Steps To Starting Your Own RIA In the wealth management industry, the term “Independence” gets thrown around a lot. For the vast...
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The Pros and Cons of Being a Non-Profit
What is a Non-Profit?Non-profits refer to organizations like public charities, foundations, churches, fraternal groups, and chambers of commerce, which are built to address a social purpose. They encompass a broad range of structures...
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Understanding Homeowner's Insurance
What's CoveredPurchasing homeowner's insurance is not only critical for protecting your home, your personal property and against any potential liability, but if you have a mortgage, your lender will require it.A homeowner's insurance...
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Ready for Recession
How To Prepare for RecessionWith fears of recession looming, everyone has the same thing on their mind: "how can I get through it?" If you're worried about what a recession may hold for you, then you're in luck because we're here to...
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China's Macro Situation
Recently, I began writing a newsletter where I cover global financial markets and other important topics. In my 4th post linked below, I cover China and its current macroeconomic situation. We tend to get biased coverage here in the U...
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Time to Partner Up!
How a partnership can helpA partnership can be extremely helpful when starting up or running a business. Have you ever heard the expression "two heads are better than one?" Well, that's exactly what a partnership is for! A partner...
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Keeping Up with Crypto: Stablecoins
(6 minute read)You’ve probably heard the word stablecoin being thrown around lately, but what is it, how is it different than other cryptocurrencies, and why has it been the talk of the town lately? We’ll be giving you...
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Taking the Leap! – How Anyone Can Start Their Own Business
(4 minute read)Starting a business is no easy task, especially if you feel like you just don’t have the time. That’s why we’re here to help you get started.Anytime Can Be The Best Time To Start A BusinessThere is no...
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How to Prepare to Sell Your Business, Stay on After the Sale, and Take Back Your Business When...
Selling your business can be very stressful. When considering selling, you need to think about not just the legal and financial aspects of a sale but also how it will affect you emotionally. After letting go of something you worked so...
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Changing Directions While Staying in the Same Profession
Regardless of how far along you are in your career, change is inevitable and sometimes even necessary. You might be considering changing professions altogether or just moving laterally. In recent years, many people have found the way...
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Health Insurance for the Self-Employed
If you are currently self-employed or plan to be soon, you need to know about the types of health insurance available to you. Entrepreneurs often find it challenging to find affordable plans that meet their healthcare needs. Plus, when...
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You Don’t Have to Sell Your Business to Be Financially Independent
Many people strive for financial independence. Being financially independent means, you can pay your expenses without having to work. Of course, you can still choose to work or not, but you can meet your financial obligations without...
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Beware of Investment Advice from Social Media "Fin-Fluencers"
When looking for financial advice and where to invest your hard-earned money, be careful about falling victim to the meme stock mania sweeping the financial markets right now.What is a Meme Stock?Meme stock mania was the start of...
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What is a Daily Money Manager and how can they help you!
No matter how old or young you are, and regardless of your financial situation, it is essential to learn how to manage your money correctly. Otherwise, you may end up in debt or more serious financial trouble.Money Management TipsOne...
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Raising an Entrepreneur
It’s never too early to learn about making money and being successful in business. By the time your kids reach the job market, the competition will be unimaginable; therefore, it’s essential to teach your kids how to be...
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Are You Taking the Time to Strategically Plan?
Business moves quickly, but if you aren’t taking the time to plan strategically, you could be missing out on vital opportunities or lose the gains you have achieved. Consider these steps to ensure you are doing the most to plan...
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End-of-Year Business Planning
Owning a business can be exciting but also stressful. The end of the year brings a lot of extra expenses such as bonuses, raises, and holiday gifts. In addition, clients tend to pay slower during the fourth quarter making things extra...
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Time to Think About Setting up a Retirement Plan at Work
To be competitive in today’s job market, you have to offer employees valuable benefits like a retirement plan to help them save for the future. Now is the time to think about setting up a retirement plan for your business.Why...
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The Price You Pay for College
The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever MakeSending your kids off to college is a journey fraught with difficult emotions. One of the most significant stressors...
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The Education of an Entrepreneur
I remember when I was young my father used to take me with him to go make his weekly “collections.” We would drive to Dadeland and we would park right outside of the Dadeland Bank branch. Every 15 minutes or so, someone...
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I Had Five Days to Make One of the Most Important Decisions of My Life
By: Genna GrodinWith a new college application season fast approaching, I wanted to reflect on my rollercoaster experience as a high school senior. For background, I am a rising sophomore at The University of Florida (UF) who applied...
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What's Up With This Crypto Thing?
With the release of the Bitcoin whitepaper in 2008—under the alias of Satoshi Nakamoto—sprung the idea of the first cryptocurrency.[i] On January 9, 2009, the first Bitcoin transaction took place and gave life to the idea....
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To bring passion to your business does not require your business to be your passion.
It’s vital to figure out what your Life Passion is, but don’t let the flapping mouths say you need to build your business around it to find true happiness and reward. For me, my Life Passion is coaching, which comes in many...
Read MoreOpportunities and Strategies for Career Transition
I had the opportunity to sit down with my friend Wayne Hewett and give some thoughts and advice to those who may currently be going through a Career Transition. While there is a lot of uncertainty going on in the world right now, what...
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Mid-Air Course Changes, how to navigate a Career change.
I remember the day vividly when I knew I had to change what I was doing. I sat in a chair in the middle of my house watching my wife make dinner and my kids run around me. For 3 days I had been involved in the most disheartening...
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Potential Policy initiatives for 2021
Election 2020: Biden's Policy InitiativesPotential proposals and their legislative requirements.Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with...
Read MoreMy Interview with JB and the Doctor!
I want to thank my friends over at JB and the Doctor for having me as the first guest on their show! I really enjoyed the time speaking with them and sharing some war stories and lessons learned from my years of doing it on my own. For...
Read MoreThe Business Case for Outsourced Investment Management
On September 25th, I was joined by two great professionals, Cammy Smith and Wayne Hewett, to discuss and make the case for Outsourced Investment Management. The utilization of investment partners to help enhance and grow Wealth...
Read MoreNavigating Turbulent times with Process and Planning.
On May 8th, I had the opportunity to make a presentation with my partners at Dimensional Fund Advisors to help discuss and put into perspective recent stock market volatility. Dimensional is known for the breadth and depth of their...
Read MoreHow much do you really know about Reverse Mortgages
My good friend Josh Blum and myself got a chance to sit down and present to the FPA of Miami on the the uses and importance of reverse mortgages.I personally learned a lot more about the topic and is truly something every single...
Read MoreLive Without Judgment
My good friend Alex Almazan and myself sat down with Maria Sentmanat to discuss the challenges the Pandemic has presented to her business and what she’s doing to work through these new challenges. Her passion and positivity...
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Never Let a Good Crisis Go To Waste
I hope you are managing as well as you can through these tough times. While this current environment will pass and our new normal will appear, it's hard to know what to and not to focus on as relevant information to act on now and in...
Read MoreNavigating the Cares Act. Today and 1 year from now.
On April 8th, I had the pleasure of presenting to the Worker’s Compensation Section of the Florida Bar on the new CARES act. I spoke to the new provisions regarding retirement plans and accessing qualified retirement savings,...
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Perspective, Patience and Perseverance.
I hope you and yours are staying safe. This is truly an unprecedented time in our history. While anxiety and uncertainty have dominated our headlines and emotions, we can start to lose perspective. As lines become longer at the grocery...
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