I remember the excitement of starting the search for my first home. I was proud that I had diligently planned and saved and could now provide a home for my family, my indoctrination into adulthood. I searched the real estate sites and apps relentlessly. I had my list, contacted a real esta …
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. …
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 …
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 …
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 …
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 …
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 …
