It’s something our own parents may have done for us. But is it a smart thing to do today? In the early 2000′s, everyone rushed to own a home. Lenders were doling out mortgages with zero money down and terms that were unprecedented. Then, it all came crashing down. Even if you wanted to own […]
Entrepreneurialism is back. The latest Global Entrepreneurship Monitor (GEM) says almost half of Americans (a record 47.2%) see opportunities for starting a business in the current economic environment. So you’re certainly not alone in wanting to realize a dream you may have had for years. But the odds of success are against you. How can […]
Succession planning is difficult enough to face without thinking of what to do with the next generation. Especially these days, it can be hard to understand how the next generation thinks. Not knowing how they think can easily keep us from doing the planning we know we should do! They seem light years away from […]
Mortgage interest rates have been extremely low since the housing crisis of 2008. Now that they are beginning to rise, you may be wondering if it’s time to buy that vacation home you’ve always wanted. There are several things to consider: a) Should you buy a new home or spend less for an older home […]
We ended last year with some cautionary notes about scam artists. With interest rates so low, it can be easy to be attracted to something that sounds good from a return perspective. So let’s take a more positive note and start the New Year focusing on how your financial plan, your retirement income plan, and […]
Social impact investing or SII has become quite popular for families who wish to incorporate philanthropy into their investment activities. You may have been hearing about social impact investing and wondering if it has a place in your investment strategy. One reason it’s so popular is that it allows investors to realize a return while […]
With the real estate market beginning to come back, many investors are looking at so-called bargains, hoping their value will increase as the economy and the housing markets continue to improve. For legitimate offerings, this may be a good strategy. Private equity and other private placement offerings are also a prime area of interest for […]
I'm Tom Froehlich. I help business owners and executives build, preserve, and transfer wealth in today's challenging environment.
What We Do
- Should You Help Your Kids Buy Their First Home?
- Anyone Can Start A Business; How Can You Make Yours Successful?
- How To View Next Gen When Contemplating Succession Planning
- How Would A Second Home Factor Into Your Financial Plan?
- What’s The Good News For 2014 For Financial, Retirement Income and Estate Planning?