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How Microsoft Employees Can Maximize Their Benefits

Microsoft has one of the best overall benefits and retirement packages in the industry. Are you making the...
October 22, 2019
By dev_team
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Ladder Life Insurance Strategy to Reduce Premiums

Laddering is a strategy for Term Life Insurance coverage which involves structuring your policies in a way...
April 17, 2019
By dev_team
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Getting Money out of Your 401(k) without Paying Taxes and Penalties

When leaving a company to start a new job, figuring out what to do with your 401(k) account from your prior...
April 16, 2019
By dev_team
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Focus on the Process Instead of the Outcome

When it comes to building a business and building your wealth, how do you - over time - stack the odds in...
April 4, 2019
By dev_team
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Taking Advantage of 529 Plans for College Expenses

While there are various types of accounts that offer tax-advantaged ways to save towards a college education,...
April 3, 2019
By dev_team
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Overcoming the Fear of Your Third Act in Life

Transitioning into retirement can be scary, but it doesn’t have to be! Our process here at Fortis involves...
March 4, 2019
By dev_team
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The 2-minute Efficiency Miracle

The initial will-power to start a task can often be the greatest barrier to accomplishing projects with...
February 18, 2019
By dev_team
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Why Your Books Matter

When a buyer, investor, or lender is evaluating your business, having reliable financial information plays a...
February 12, 2019
By dev_team
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Deal Killers

Exit planning isn’t about the future, it is about increasing value now. Check out some of the most common...
February 5, 2019
By dev_team
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