By Brian Bloxom, ChFEBCSM Stepping away from a leadership role to pursue a new opportunity is a defining moment. Between the high-level negotiations and the focus required to land your next seat, it’s easy to let the personal side of the transition take a backseat. While your professional energy …
Top 6 Habits of Financially Successful People
By Brian Bloxom, ChFEBCSM What does it mean to be financially successful? If you ask Warren Buffet, he says: “I measure success by how many people love me,” but if you ask Jeff Bezos, he says to be successful, “You must create more than you consume.” While there is no single …
How to Transfer Wealth to the Next Generation
By Brian Bloxom, ChFEBCSM Have you considered what will happen to the wealth you’ve built once it passes to the next generation? Legacy means different things to different people, but from a financial perspective, it often comes down to how assets are transferred and whether they continue to …