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...
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...
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...
Time and Goals
We all have the same amount of time each year. Wise use of time for life planning, be it...
Three Misconceptions about Exit Strategies
Profit and cash flow in a business are compared to food and oxygen in a human. Business owners may...
What “Succession” Means
Recommending life insurance to minimize liabilities and provide for business continuity for business owner/operators is no substitute for a...
Start-up in Your 50s? Think Again
A recent MIT/U.S. Census Bureau study finds more successful business exits among start-up founders aged in their 50s, but...