Should You Lend or Invest Money In A Friends Business

Brian Fricke, CFP®Financial Planning

In this edition:

Every once in a while we get a phone call from a client looking for our advice about lending or investing money in a business with a friend or family member.

So if one of your friends or family members approaches you about going into business with them or lending them money to start a business, should you?

Here are questions you should ask…

Obama’s Attack on Your Retirement Plan

Brian Fricke, CFP®Investing, Retirement Planning, Taxes

In this edition: -I’m not a big fan of President Obama’s latest “proposal” for your retirement plan. And neither should you. Here’s why. -Why someone with a 15+ year relationship with a large national brokerage firm hired us. The answer might surprise you. -Picture of the Week – A great example for any grandparent who doesn’t see their grandkids as much as they’d like.