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THE SILVER LINING BLOG


Using solo 401(k)s for retirement savings catch-up
This month, my newsletter explores the following topics: • Using solo 401(k)s for retirement savings catch-up • When your career doesn’t follow a straight line • Why managing your own career is non-negotiable • Turning employee turnover into a business advantage As summer comes to a close, domestic and world events prompt us to keep a close eye on today’s finances. It’s also time to begin examining actions that will make the most of your finances before the end of t
1 day ago


Common mistakes that derail generational wealth transfers
This month, my newsletter explores the following topics: • Common mistakes that derail generational wealth transfers • The wealth factor outside your personal control • Choosing between annuities and 401(k)s in 2026 • What happens if a life insurer fails Global events and their consequences are affecting all aspects of life, from filling the gas tank to wondering whether your financial plans need updating. If you’re concerned about the level of political and economi
Jul 30


Buying or Renovating a Home?
Buying a Home? A new home purchase or renovation project is an exciting milestone - but it's also the perfect time to review your insurance coverages and make sure you're protected every step of the way. At Silver Lining, we are here to make this process as easy as possible Buying a New Home? Ask These Important Questions What factors affect my homeowners insurance premium? Insurance rates can be influenced by: The age and condition of the home Roof age and materials Electric
Jun 30
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