THE SILVER LINING BLOG

This month, my newsletter explores the following topics: • A simple formula to calculate life insurance needs • Five steps for small business succession planning • The gap between home value and cash • Three business succession lessons from Landman Domestic and local disruptions don't appear likely to ease anytime soon, and each carries its own potential economic implications. It’s difficult to know whether there are opportunities or challenges to address in your pl

This month, my newsletter explores the following topics: • Is life insurance taxable when it's paid out? • The roadmap to build wealth at any age • Thirteen ways to grow your business quickly • How one extra dollar triggers hidden retirement costs It would be difficult to find a period in recent history as turbulent as the one we're experiencing now. If you're worried that you haven't fully prepared for this level of political and economic unrest and would like a fo

This month, my newsletter explores the following topics: • Four main types of life insurance • Retirement rule changes coming in 2026 • Americans reset 2026 money goals • IRS changes you should know in 2026 As the year progresses, it doesn’t appear to be bringing greater global stability. Being prepared is the name of the game amid such volatility. If you would like to be proactive and revisit your earlier planning decisions, don’t hesitate to give me a call. M