Month: September 2020


Are You Where You Want to Be?

You are where you are because you want to be there. Wait…what? Even Zig Ziglar didn’t agree. He shared a story about receiving written directions late one night from a man at a gas station. Thirty minutes down the road, he learned he went the exact opposite direction he intended. He didn’t want to be…
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September 29, 2020 0

How Do You Successfully Transition the Family Business?

The most consuming questions are typically regarding logistics: How will the ownership look? Who will be in control? How do you structure it? How do you minimize taxes during transition? The most overlooked question, however, is the most important question. And it has nothing to do with logistics…. We sat down with a family last…
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September 22, 2020 0

What is Probate and How Can You Avoid It?

Beyond grief, one reality that loved ones must face when someone passes is the responsibility of dealing with the departed’s estate. This undertaking can be quite cumbersome, especially due to the seemingly “foreign” language of the law. One aspect, the probate process, is public. It is filed in the city or county in which the…
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September 14, 2020 0

Why NOT to Buy Life Insurance

There are a number of reasons: It won’t happen to me—I’m not going to die anytime soon. I have more important financial priorities. I don’t want to think about dying! I’m healthy. I can get it later. Did you notice the one word common to all of these reasons? You don’t buy life insurance for…
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September 7, 2020 0

10 Financial Questions Everyone Over 60 Should Ask

Did you realize that reactive and creative are an anagram? We’ve realized that far too many people fail to ask the “right” questions regarding their unique situations. The result: reactive. We encourage you to spend a little time being creative so you don’t have to be reactive. You can begin by asking these 10 questions:…
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September 1, 2020 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.