As I mentioned in 20 lessons I have learned in 20 years of working for myself, I recently passed a milestone in my life. On September 11th of this year I had been in the financial planning business for 20 years. In that article I…
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Business Lessons: Top 20 Lessons I Learned Working For Myself
20 Business lessons I learned working for myself. Do you want to know 20 business lessons I learned running my own business? Well, I recently passed a milestone in my life. On September 11th of this year I marked the 20th year of working for…
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Tomorrow is Never Promised
Tomorrow is never promised, something that I think we can easily forget. I was in Colorado recently with my family. Our first vacation together since the birth of our daughter last May. I had some time to reflect and think about appreciating the people in…
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Home Buying Process: Steps For Home Buyers
The home buying process can be a long process. My wife and I recently went under contract for what is our “forever home.” The home we expect to spend the next two decades in as our 2 young children grow up, go through their formative…
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Dormant 401k: Should I Roll It Over?
Let’s discuss dormant 401k. You’ve left your job and started a new one or you have finally decided to start your own business. What do you do with the old 401k from your previous employer? 401ks and IRAs have many unique features that may benefit…
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Financial Planning for Business Owners
Today’s post is all about financial planning for business owners. A large portion of the financial planning profession is directed at planning for people that have a defined career path. Work a nine to five job, or who contribute money to a 401(k)-plan provided to…
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What Should I read? Things I’m Reading That I Think You Should Too
“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.” ― Dr. Seuss, I Can Read With My Eyes Shut! “Reading is essential for those who seek to rise above the ordinary.” – Jim…
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Financial Planner: 5 Types of People Who Would Benefit Most
Financial Planners can benefit most people. But there are 5 types of people who would benefit most from a financial planner. Let’s take a closer look. “Time is more valuable than money. You can get more money but you cannot get more time” -Jim Rohn…
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SEP vs. SIMPLE IRA for My Small Business?
SEP vs. SIMPLE IRA for you small business? Wondering what you should do? Let’s take a closer look at options. As a business owner, you may be searching for retirement plan options that benefit both you and your employees… all while avoiding burdensome costs and…
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How Much is My Business Worth?
If you find yourself asking the question “How much is my business worth?” Then let’s talk about a few important factors. In my 20 years in financial services, I have spoken to hundreds, perhaps even thousands of business owners. In many of those scenarios the…
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