Value of a Wealth Advisor
The Unparalleled Value of an Experienced Financial Advisor Navigating the complex world of financial planning and investment management can be a daunting task for people. The sheer volume of information, investment options, and potential pitfalls can leave many feelings overwhelmed. This is …
Financial Media Analysts and Pundits Getting It Wrong
Why Pundits Get It Wrong With over 23 years of experience in the financial industry, I have seen my fair share of market ups and downs. One thing that I have noticed is the tendency for analysts, pundits, and the financial media to get it wrong when it comes to predicting market trends. It …
Financial Freedom
The phrases financial freedom and financial independence get thrown around a lot, yet nobody really quantifies what that actually means. What I hope to impart to you is an understanding of what financial freedom is and how you can begin taking the necessary actions to help you pursue it. Su …
Mistakes Investors Make
In my twenty-three years of providing advice and guidance in personal financial planning and wealth management, I have learned several commonalities to one’s success and failure. As you can imagine, my experience provided a ringside seat to how people made their decisions about their money. …
SARS vs. Phantom Stocks
Keeping key employees engaged and incentivizing them to remain with your company can feel like a herculean task. The job market is brutal and getting talent is hard enough, when you find the ones who are key to running your business it is crucial to put strategies in place to incentivize th …
Life Insurance
Nobody likes to talk about their own mortality; however, it is the reality we all face. I have done extensive research and apparently nobody in the entire history of mankind has ever gotten out alive. It is important to understand that life insurance is a crucial aspect of your financial pl …
Buy-Sell Agreements
If something happens to you how will your business survive? And what about your family, since most likely they are depending on your income from the business? How will your heirs monetize the value of your business? A buy-sell agreement is an extremely important strategy that can address …
Strategies to Incentivize Key Employees
When you decide you want to sell your company, whether it is through a merger, acquisition, or IPO, it’s important to consider how best to retain key employees. These individuals have likely played a significant role in the success of your company and losing them could have a negative impac …
Gap Analysis for Exit Planning
Selling your business can be a complex and emotional process, especially when it comes to identifying if you will have enough money after taxes to maintain your lifestyle post-exit. One of the areas in which we have helped guide business owners is to evaluate their situation to determine if …
Nine Business Exit Planning Strategies
One of the most important considerations for business owners is planning for the eventual exit from your business. Whether you plan to retire, sell your business, or pass it on to family members, having a solid exit plan in place can help ensure a smooth transition and maximize the value of …
