/Tag: financial

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 [...]

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. [...]

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 [...]