Do-over Exit?
Redoing your exit from your financial planning practice will not be necessary if you employ the proper planning steps, keeping your eye on your business model, succession payout options, timing, and components of business equity value.
May 2019
April 2019
The Future of Financial Advising
Automating financial advising in some areas cannot compete with good old-fashioned family role models and learning from examples.
Show Your Love in Social Security Claiming
Your age when you claim your Social Security benefits can profoundly affect your spouse’s quality of life when you’ve passed on.
First Class Upgrade to Your Buy-out Using CAPEX
Using the three steps of CAPEX decision making can result in increased seller’s equity in a buy-out
Leveraging Comprehensive Financial Planning to Grow Your Practice
Apply good comprehensive financial planning practices to your clients and yourself to maintain a financially healthy business and happy life.
January 2019
How Much Should I Save in an Emergency Fund?
The recent U.S. government shut down reminds us that we all need to be prepared for financial shocks in the form of loss of income or unexpected large expenses.