Even If You Never Plan to Exit Your Business, Exit Planning Can Still Help

By |2019-12-13T15:08:10+00:00December 13th, 2019|Categories: Business, Financial, Retirement|Tags: , , , , |

Many business owners take pride in the businesses they’ve built. Some of those owners are so proud and dedicated to their businesses that they’d be happy dying at their desks, doing what they love. They believe that they can wait until they’re ready to begin thinking about what happens when they exit the business, either [...]

Selling Your Business Or Not: The Planning Is The Same

By |2019-12-13T15:10:26+00:00November 11th, 2019|Categories: Business, Financial, Retirement|

There are many things for you to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you’ll try to make early in the process of [...]

Can Family Business Transfers Succeed?

By |2019-11-01T20:52:57+00:00November 1st, 2019|Categories: Business, Financial, Retirement|Tags: , , |

In the checkered, but always interesting, history of nepotism (as it relates to business transfer) we find that parents hope a child will take over a business for several reasons: 1. The joy of working together. (At least that’s what some owners claim.) 2. Greater employment and financial opportunities for family members than that available [...]

Successful Planning Starts Much Earlier Than You Think

By |2019-10-16T18:18:03+00:00October 16th, 2019|Categories: Business, Financial, Retirement|Tags: , , , |

Many business owners believe they have plenty of time to create a successful plan for the future of their businesses. Most commonly, owners think that if they give themselves a few years, they can transform their businesses into whatever they need them to be: whether that means bigger, more valuable, or more easily sold/transferred. And [...]

Shaping vs. Creating – A Plan For Your Business

By |2019-10-16T17:17:48+00:00October 1st, 2019|Categories: Business, Financial Advisors, Retirement|Tags: , , |

When we talk about planning for the future, we often talk creating a plan. The idea of creating something as big as a plan for the future can imply a ton of from-scratch work (as is often the case), which can cause you to want to put that ton of work on to another day. [...]

Are you safe in the hands of financial advisors?

By |2019-08-09T18:35:12+00:00August 9th, 2019|Categories: Financial, Financial Advisors, Investment|Tags: |

Did you know?If you hire a brand-name advisor, they are most likely accountable to the shareholders of their company. That means they need to focus on generating profits. So they may put the company’s interests in front of yours. In fact, it’s perfectly legal. Is that common?Is it common for brand-name advisors to put the company’s [...]

Kids learn their money values from you. Have the hard conversations with them.

By |2019-06-21T16:06:33+00:00June 21st, 2019|Categories: Financial, Investment|Tags: , |

unsplash-logoSharon McCutcheon Money conversations can be hard. Have them anyway. If you really want your children to have good financial habits in the future, you can't afford to not talk to them about money now. While it's best to start when children are young, remember, it's never too late to get the conversation started. Even if [...]

Is Concierge Medicine Worth The Cost?

By |2019-05-02T17:23:28+00:00May 2nd, 2019|Categories: Financial, Health|Tags: , , |

Over the years, we have found that there are elements of your life that are more important than money. These elements - Physical Health, Relationship Health, Inner Health and Career Health - cannot be delegated. We hope that you find this article to be of value in improving the quality of your life. The concept of [...]

Is Retiring Abroad the Best Choice For You?

By |2019-04-15T19:14:52+00:00April 15th, 2019|Categories: Financial, Financial Advisors, Retirement|Tags: |

More Americans are leaving the U.S. to chase retirement dreams abroad than ever before. Though it's hard to estimate the exact number of expat retirees, the Social Security Administration sends over 680,000 monthly checks overseas.1 For many, the main reasons are cost or a better lifestyle - with services such as housekeeping, cooking, and home care [...]

You Should Freeze Your Child’s Credit. It’s Not Hard. Here’s How.

By |2019-02-15T18:21:41+00:00February 15th, 2019|Categories: Financial|Tags: |

Photo by Mike Scheid on Unsplash Thanks to a recent new Federal Law, the Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018, anyone from an infant to your great-grandmother can freeze their credit report for free (a Congressional response to the Great Equifax Hack of 2017 and the aftermath of people who struggled with [...]