01.21.21

Survivorship life insurance is a joint policy for couples, and it could make sense if there’s an age gap or health issues

Survivorship life insurance may not fit everyone’s situation, but it’s definitely something to discuss with a financial professional. I shared some insights on these unique policies with Ronda Lee of Business Insider — check out the article to see if this type of policy is right for you. Read the full article here.

Latest Posts

09.24.25

Why Smart Leaders Start Budgeting Early for 2026

If there’s one thing I’ve learned in my career, it’s that the best leaders don’t wait until the last minute to plan for the future. Whether you’re running a team of five or five hundred, the earlier you start planning and budgeting, the stronger your results will be, not just for you, but for everyone who counts on you. 

09.09.25

Traveling the World Shaped How I Lead

One of the greatest lessons I’ve learned as a leader is that perspective is everything. You can sit in meetings, read reports, and talk strategy all day long, but if you’re only seeing the world from your desk, your view will always be limited.