More new college graduates than ever plan to, or have begun, an entrepreneurial endeavor. Moms who want to work but also want to have control over their schedules start consulting firms. Mention “angel investors” now and the term is commonly understood. A decade ago, the angel investor descriptor would likely have been mis-understood. However, [...]
About alyssaThis author has not yet filled in any details.
So far alyssa has created 47 blog entries.
Protecting our assets is a priority for most of us, with respect to our personal as well as our business finances. One growing threat to the security of our assets is cyber-fraud. As investment advisors, Entrust Financial recognizes that cyber-fraud is often a people problem rather than an IT problem. Therefore, we encourage clients [...]
We presented in a recent blog about protecting your business using proper business insurance planning. The attorney on your professional team often comes to the rescue, too, and saves your business from the consequences of harmful mistakes. If you assume that you are a sensible person who does not need an attorney on your [...]
Middle Class Millionaires: Personal and Business Finance As a business owner, you have enough on your mind without having to worry about your insurance needs. You want to have confidence that the business you have built is covered by a company that understands your business insurance needs. For that reason, we want to introduce [...]
Middle Class Millionaires: Personal and Business Finance Entrust Financial investment advisors serve a unique role on the professional team of experts our clients assemble, as they aim to achieve all that is important to them. Beyond our efforts to help clients experience superb portfolio results over the long-term, we also serve in the role [...]
Middle Class Millionaires: Personal and Business Finance—Tips from the Top Q2, 2019 Build Your Professional Team: Investment Advisor, Insurance Agent, Accountant (CPA), Attorney As we head into the beautiful spring season, our Entrust Financial team is launching a new approach to our communications with clients and the community. We will draft our weekly blogs around [...]
Video: Helping you pursue your next $Million: Tip 3 – Jennifer Bravo – Teaching Children to Share with their Community
For the most part, your children will learn what is important about money and how to handle money by watching you, their parents. Teaching by example is powerful indeed, when it comes to money. Jennifer discusses a simple three-component system for engaging in money conversations with younger children, a system comprised of: Save, Spend and [...]
Perspectives on financial decision-making vary widely, which is often puzzling. How can two people—like two spouses, for instance—reach such different conclusions about how to spend their money, when their financial context is the same or at least quite similar? Mckenzie’s video offers insight into this frustrating phenomenon. Take a look and take the quiz. Then [...]
Video: Helping you pursue your next $Million: Tip 1 – Joslyn Ewart – Identify and Write Down Your Income Number
All of us need to identify and write down our preferred monthly or annual income number—even those among us who naturally procrastinate on money-related tasks. We need this information to plan for financial freedom and security. Take a look. Contact us today to schedule a meeting to discuss your income needs, as you aim for [...]
Video: Helping you pursue your next $Million: Tip 3 – Jennifer Bravo – Life Events and Advisor Input
There are times when seeking the guidance of a professional can make all the difference in your experience of long-term financial success. When might an advisor help you? Take a look. Then contact us today to schedule a second opinion about the financial choices you face.