Succession Blog
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.
April 2019
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.
December 2018
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.
November 2018
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.