Mitchell Kauffman

The unexpected death of a husband or a recent divorce may mean that a woman is suddenly making all financial decisions.

When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need for long-term healthcare for you and/or your spouse.

It is pretty accepted that our practices are best grown through referrals, and that beyond our clients it is important to cultivate centers of influence such as CPA’s and estate attorneys.

In short, there has never been a more important time to proactively manage our businesses.