Debunking Common Retirement Assumptions

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy […]

A Recent Appearance on “The Voice of Business”

Last Friday, July 20, Rick joined John King for a conversation about the Family Business Project on “The Voice of Business.”  Sitting alongside Rick was Steve Vesey, founder of the Business Legacy Strategies, inc.  In this 30 minute clip, they addressed some of the various challenges small business owners face […]

How to Talk About Money With Your Family

Podcast with Rick McDonald, President of U.S. advisory group, discussing why it’s hard to talk money with your family, and how US Advisory can help: “See, it’s not talking about the money. It’s talking about the family in a way that is insightful. That it creates pride, creates ownership of being part of this tribe. That begins to develop a nurturing sense of using the wealth of the family, both familial, spiritual, intellectual and monetary in a way that’s helpful, useful, productive for the family, responsible for the family.”

Sign up for our Newsletter:

Follow us https://www.usadvisory.com/wp-content/uploads/2014/08/linkedin.png https://www.usadvisory.com/wp-content/uploads/2014/08/facebook.png https://www.usadvisory.com/wp-content/uploads/2014/08/twitter.png
© 2022 U.S. Advisory - All Rights Reserved