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Educated writing with a touch of irreverence.

Thursday, September 17, 2020

In Your 20s? Start Saving! Chances are, if you’re in your 20s, saving for retirement is the last thing on your mind. After all, you may still be paying down student loans, and dealing with credit card debt. You may have entered...

Wednesday, September 16, 2020

One in four businesses fail due to cash flow problems.1 And despite forewarning, many business owners are underprepared to manage the ups and downs. During lean times, watching the bank account dwindle and worrying whether you’ll...

Tuesday, September 15, 2020

The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may deal with the loss of a...

Monday, September 14, 2020

The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can help your...

Thursday, September 10, 2020

While there are many uncertainties when planning for the future, one factor that is almost always essential to the success of your future plans is cash flow. Measuring your company’s cash flow and knowing what aspects of your...

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Thursday, June 25, 2020

One of the most important elements of a successful business transition is transferable value. No matter what an owner sees for the future of the business, transferable value can be the common denominator that makes all goals more...

Wednesday, May 6, 2020

Maximization your Social Security Income Many individuals who are planning for retirement look to Social Security as an important source of their retirement income. If you’re thinking ahead to retirement yourself, you may already...

Monday, May 4, 2020

The Coronavirus Aid, Relief and Economic Security Act (CARES Act) is sweeping federal legislation put in place to provide financial support to businesses and individuals during the coronavirus (COVID-19) pandemic. We are here to help...

Monday, May 4, 2020

Do you remember trying to solve a complex maze as a child? You’d start at the beginning, trace a line toward what you thought was the correct path to the end, only to run headlong into a wall. So, you’d start again, only to...

Thursday, January 30, 2020

Buying your first home should bring joy. For many millennials, it may instead bring stress from financial juggling. In a recent survey, over 60 percent said they regretted buying a house. Their number one reason? The ongoing financial...

Monday, January 27, 2020

If you are like most Americans, meeting the future financial obligation of sending your child to college requires years of disciplined saving and intelligent investing. One strategy for accumulating the necessary funds to pay for...

Wednesday, January 22, 2020

Buying your first home is a big decision that involves a major financial commitment, so you want to make sure you approach it smartly. Here are some important tips to help you make this decision. 1. MAKE SURE HOMEOWNERSHIP IS RIGHT FOR...

Tuesday, January 21, 2020

Many business owners believe they have plenty of time to create a successful plan for the future of their businesses. Most commonly, owners think that if they give themselves a few years, they can transform their businesses into...

Thursday, January 16, 2020

You work hard for your money. And you protect it. Year after year, you build net worth as your cash and other assets (house, real estate, investments) grow. Now, imagine that you never protected your money — that you left your...

Thursday, January 16, 2020

Many business owners support their families through their businesses. If something were to happen to you, such as a sudden death or permanent incapacitation, it may affect both your business and the lifestyles of the people who rely...

Monday, June 24, 2019

No one wants to spend money on something they don’t need. So why do you need an estimate of your company’s value when you don’t expect to leave for several or many years? You may not — if you fall into one of...

Sunday, June 23, 2019

For many owners, the answer to one question determines whether they can leave their companies: “How much money will I get when I sell?” This question is critical, and answering it is Step Two of The Seven Step Exit...

Friday, June 21, 2019

Planning for major events can sometimes cause a sense of dread. Whether it’s planning a honeymoon, a long family trip, or a business exit, it’s easy to say, “I’ll do it later, when I’m less busy.”...

Thursday, June 20, 2019

James Keefe sat nervously in his Exit Planning Advisor’s office. Until the day before, he had been president of Keefe Automotive Sales, one of the region’s largest new car dealerships. Now he was out of a job and felt he...

Wednesday, June 19, 2019

Many business owners are used to having as much control over how the business functions as possible. They make themselves the go-to person for big decisions, whether they are right or wrong, and own the consequences of those decisions,...

Wednesday, June 19, 2019

Business owners commonly associate Exit Planning with estate planning, and they aren’t too far off. Good Exit Plans and estate plans both aim to assure that the owner’s family is provided for after the owner is gone. Both...

Tuesday, June 18, 2019

For many small-to-mid-market business owners, there are few things more important than maintaining control of the company, minimizing risks for the company, and rewarding the employees that make the company successful. Ownership...