Estate planning isn’t just about protecting your assets – it’s about protecting yourself and your people. A thoughtful plan can ensure that your feelings about religion, medical care, what types of treatments you’ll receive or where you want to be cared for are respected if…
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Employees of publicly traded companies are often granted company stock as part of the compensation package. From a portfolio management perspective, holding outsize amounts of stock in the same company that provides income can increase risk. If the business were to become wobbly, not only…
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If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you can do now, whether or not the sale is imminent. Get Your Ducks in a Row And by…
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You take a huge amount of risk in building a business. You risk your money, time, and more in the belief that you can create something that can grow and succeed. But whether your business will fund your retirement plan, or you hope to create…
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      “Money never made a man happy yet, nor will it. The more a man has, the more he wants. Instead of filling a vacuum, it makes one.” –Benjamin Franklin What is it that you want in life?  I have yet to come…
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For many, the concern is not about our children getting accepted to college, it’s how we are going to pay for it.  Long before your child is selecting a major, their college savings plan should be in place and growing. When do you start? What’s…
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“Begin with the end in mind.” This quote from Steven Covey is one of my all-time favorites. One of the most important things that you can do to help you realize your financial goals is to develop a strategy to help you reach those goals,…
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Business owners are in a unique position to create retirement savings. Setting up a retirement plan builds tax-advantaged personal wealth away from the business and can lower business taxes. In addition, retirement plans are attractive to employees and can help you recruit and retain talented…
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Having too many eggs in one basket. It’s a problem for a lot of people.  Employees of publicly traded companies are often granted stock as part of their compensation.  From a portfolio management perspective, holding large amounts of stock in the same company that gives…
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Recently, I hired a marketing company to help me with, well, my marketing. Anybody who’s a business owner knows that one of the many hats that we wear is Chief Marketing Officer. This reminded me of why people hire financial planners, people like me, to…
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