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We cover topics around Impact, Planning, Investment News, and helpful insights for managing your wealth.
Destiny Capital is Remote, Available, and Ready to Serve!
Beginning on Monday, March 16, 2020, the team members of Destiny Capital will begin working remotely. Your experience and service with us will NOT be interrupted. The COVID-19 coronavirus has...
Market & Economy Recap: February 2020
Nearly two decades ago, I worked as a branch manager of a large national bank during a time when a particularly virulent strain of avian flu emerged both overseas and, to a lesser extent, in the...
Looking Beyond the SECURE Act
While the SECURE Act has garnered most of the attention recently, including from us in some of our most recent blogs, it was not the only act that passed last year with tax ramifications. The SECURE...
How the SECURE Act Impacts Small Businesses
Employees of small businesses tend to save less for retirement. This is in part due to a lack of access to retirement plans as small businesses are less likely than larger corporations to offer...
How the SECURE Act Impacts Individuals
Just before the holiday recess, the House and Senate passed the Further Consolidated Appropriations Act which the President signed into law on December 20, 2019. The new Act prevented a government...
From $47B to $8B in Nine Months
How does $47B turn into $8B in nine months? Ask WeWork. For any entrepreneur, what you should expect to receive from a business exit depends on several factors, most of which are outside of...
Market & Economy Report: Q1 2020
As my wife and I hone-in on 10 years of marriage, I’ve come to learn that there are two things that a married couple will never, ever agree upon: 1) The appropriate ambient temperature...
Social Security Considerations: Putting It All Together
Social Security is an extensive topic to cover. To digest it easier, we've broken it down into four parts: Break-Even Analysis, Portfolio Withdrawals, Spousal and Survivor Benefits, and Limitations....
Your Guide to Creating an Impact Plan
You won't create the impact you seek without automating how you do it. Automating your systems for creating impact cuts through the massive number of daily tasks you have, which allows...
Social Security Considerations: Limitations
So far in our Social Security series, we've covered Break-Even Analysis, Portfolio Withdrawals, and Spousal and Survivor Benefits. Next, let's talk about the limitations to be aware of. Three...
Social Security Considerations: Spousal and Survivor Benefits
Now that we have discussed Social Security Break-Even Analysis and Portfolio Withdrawals, let's explore how spousal and survivor benefits impact the analysis. A worker can be eligible...
Creating Incentives for Key Employees
Keeping the best talent on your team means building a vision for their career at your company. If you have ever lost someone talented, or are worried about losing someone right now, this...