PLANNING CAN HURT US
General Information, Have MoneyThis can really hurt us, and our families when we embark on large planning that impacts the people in our business and personal lives.
A few examples...
Estate Planning
Buying, selling or transferring part of our business / intellectual property…
FIVE TYPES OF INSURANCE EVERY BUSINESS OWNER NEEDS BUT MAY NOT BE SOLD. . .
General Information, Have MoneyInsurance Brokers are everywhere it seems, especially if you network so this may seem like the most unlikely article ever…
How could it be that there are insurance policies available that a broker does not always sell to you, but you actually…
NEXT WEEK: STRENGTHS
General Information, Have MoneyHow can a business owner incentivize without giving up equity?
This question has been asked by thousands, if not millions of business owners. We all have that key employee, the one that if we lost them, the business would falter, even possibly…
RETIREMENT PLANNING - A SWOT ANALYSIS
General Information, Have MoneyThis week we're going to list the 5 topics that go into the SWOT analysis -- join me back here for the next 5 weeks for an explaination of each section --
Strengths:
a. How Much is in Retirement Assets
b. Persistency of Workforce
c. Tax Environment
d.…
RETIREMENT PLANNING - A SWOT ANALYSIS -- PART 3 (NEXT WEEK, OPPORTUNITIES)
General Information, Have MoneyWeaknesses:
Here, unfortunately, I get to bring to light some disturbing trends that have been seen and felt locally, domestically and globally. The last two decades have brought us cultural shifts and the miracle of increased communication…
RETIREMENT PLANNING - A SWOT ANALYSIS -- PART 4 OPPORTUNITIES (Next Week, Threats)
General Information, Have Money
The most recent cultural shift to the information and now to the connected age has allowed for entrepreneurs of many ages to build and create instantaneous wealth in remarkably quicker fashion. Think of how quickly Facebook grew to billions.…
THREAT: WE LIVE LONGER
General Information, Have MoneyThe U.S. Census Bureau projected five years ago that 114,000 Americans would be centenarians in 2010. The number is expected to swell to about 214,000 by 2020 and 447,000 by 2040. In 1990, there were 37,000, with four of five being women[1].…
10 Reasons To Create An Elder Law & Estate Plan – NOW
General Information, Have Money, LifestyleMany people erroneously think that estate plans are for someone else, not them. They may rationalize that they are too young, too old or do not have enough money to reap the tax benefits of a plan. The following list makes clear however, that…
Corporate Culture 101: Why It Eats Strategy for Breakfast
General Information, Work Life BalanceAnyone who works in a group experiences the affects of corporate culture. In fact, people who participate in any regular, on-going group, whether a school, church, temple, club, family, business, or whatever – is a product of corporate culture.
Corporate…