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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 insurance guru Judy Fobes. She owns Peninsula Excess Insurance Brokers Inc., a company that provides commercial business insurance. Fobes shared with us that commercial business ...

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 of personal CFO (Chief Financial Officer). Why have a personal CFO? Because today, the complexity of decision-making coupled with the velocity of change almost demands ...

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 a quarterly theme, complete with video story illustrations of the content. This will permit readers to go more deeply into each personal and business-related finance ...

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 Share. Take a look at today’s focus on Share with Your Community. We would love to hear your money conversation success stories. Contact ...

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 contact us to start a conversation about how to direct your financial decision-making for the best results.

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 financial security throughout retirement.

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.

“Making work optional,” a/k/a retirement, is a common financial planning theme. For business owners, the stakes may be higher than for many because their largest asset is often their business. To maximize the value of this business asset, succession planning is vital. Take a look! Then contact us today to schedule a consultation, to confirm that you are on track for the retirement of your dreams.

One aspiration shared by many of us is the luxury of “making work optional” a/k/a retirement.  While this may not be seen as a luxury but rather as a necessity, when you consider that paying for retirement may be the biggest bill of your life, “luxury” may not be overstating this aspiration after all. Our Entrust advisors work every day to help clients fulfill their retirement goals. Take a look! Then contact us today to schedule a consultation ...

It may be easy to grasp the importance of managing your risk when it comes to your portfolio—including your IRA and 401(k) accounts. What investors may not be as clear about are the potential benefits of periodic rebalancing of their asset allocations. Simply speaking, rebalancing permits us investors to sell high and buy low. Mckenzie helps us to understand how rebalancing works. For a second opinion about how rebalancing may help reduce your portfolio risk, contact us today ...