With so much intriguing content and new shows on TV over the past few years, you may call this the golden age of TV content. New non-traditional players such as Amazon, Netflix, and Hulu are now spending billions on their own original content vs. the traditional media pillars of Disney, Fox, HBO, and Showtime. And as more and more people … Read More
An Emotional Balance Sheet Can Guide Hard-to-Quantify Financial Choices
Many couples struggle with the decision to stay at home with children or continue their careers. A tradeoff is made harder by the fact that not all the pros and cons of either decision can be measured in dollars and cents. My wife and I have been fortunate that during the beginning years of our four kids’ lives, we had … Read More
What Makes a Great Retirement Plan for Small Business Owners
Before you can start building the framework as to what would make a great retirement plan for small business owners, the executive or ownership groups need to consider why they want a great retirement plan for their employees. Four out of five employers report that their employees’ personal financial issues are impacting their job performance somewhat, very much or to … Read More
Start Your 2018 Tax Planning Now
As anyone could imagine, the hottest topic in wealth planning right now is trying to decipher the impacts of the Tax Cuts and Jobs Act Of 2017. I am currently working on a summary of the tax legislation which I will publish later this month. But for now, I think that it is prudent to focus on some other key … Read More
Bill Kieffer Ted Talk: Investing in the Middle
Below is a very relevant Ted talk for this time of year which features a friend of mine Bill Kieffer. Bill is someone who had a very successful military career and was able to transition that success into the business world specifically in Human Resources. While many people will be taking take time off over the next few weeks for the holiday break, … Read More
Is It Worth Amazon Coming to Your City?
Seems like I have been writing something about Amazon every week. Living in Metro Detroit, this one hits a little more home for me as Detroit is one of the cities who are currently trying to lure Amazon to build their 2nd headquarters. While there are obviously lots of benefits to having a titan of industry relocate to your city, … Read More
Why Should Amazon Buy Another Retailer?
As we head into the busiest shopping season of the year, be prepared for more and more of why Amazon should buy this company or that company. While just about anyone could build a case for why Amazon should buy up cheap retail companies such as Kohl’s, I think that the analysis in this piece misses the mark on brands. … Read More
Economic Development – Where will Amazon’s 2nd HQ Go?
Do economic development incentives really work and would company business decisions actually be altered?
Essentialism; If You Don’t Prioritize Your Life, Someone Else Will
I often find myself discussing with individuals and families the personal and financial priorities that continually push and pull on people. I try to get people to think and focus on what is essential to them and the lives that they want to lead. This focus is on making the wisest possible investment of your time and energy to achieve your … Read More
What it means to be a Certified Financial Planner CFP®
I wanted to articulate in broad terms what some of the designations that I carry at TAMMA mean and how those may impact those who choose to work with TAMMA. Not every wealth or financial advisor is a CFP®. And believe it or not, not all people in the financial industry are required to be a Fiduciary. What it means … Read More