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.
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.
Time and Goals
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.
Three Misconceptions about Exit Strategies
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.
What “Succession” Means
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.
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 the author cautions against misconstrued study results