Apply good comprehensive financial planning practices to your clients and yourself to maintain a financially healthy business and happy life.
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.
We all have the same amount of time each year. Wise use of time for life planning, be it for career advancement goals or vacations, can enhance success and satisfaction in life.
Profit and cash flow in a business are compared to food and oxygen in a human. Business owners may focus on the wrong things when preparing for exit and three popular misconceptions are discussed.
Recommending life insurance to minimize liabilities and provide for business continuity for business owner/operators is no substitute for a comprehensive financial or succession plan.
A recent MIT/U.S. Census Bureau study finds more successful business exits among start-up founders aged in their 50s, but the author cautions against misconstrued study results