A Retirement Story: Estate Planning

Brian Fricke, CFP®Estate Planning, Retirement, Retirement Planning

Estate planning is a large part of preparing for your financial future and legacy. But, in truth, it’s complicated, and if you don’t work with professionals you may miss a small detail that has big implications later on for yourself or your family. Take this story, for example, which illustrates how leaving your family an inheritance can quickly turn into … Read More

A $3 billion dollar mistake you can learn from

Brian Fricke, CFP®Investing, Retirement Planning

In this edition:

Have you heard of Snapchat? They’re the company that is rumored to have turned down a $3 Billion buyout offer from Facebook.

Some “experts” and “guru’s” are saying they’ll be able to sell for more. A whole lot more.

Here’s the huge mistake the owners made. Let me know whether you agree, or not.