Stay up to date with the latest financial trends, news, and information to help you achieve your vision.
Should I sell my home, if I am moving closer to my children?
It’s a question I answer more frequently, in fact it was the topic of conversation yesterday. My answer, let’s frame it where you have choices. I like to frame the decision both ways. Sell or [...]
15 Tasks to De-risk Your Family After Selling Your Business
STEP 0.5- If you deposit the business sale proceeds into a bank or savings and loan, understand how the deposits are guaranteed and the insured limits. It is likely your business sale proceeds will exceed [...]
The Retirement Gap
Often talked about. What is it, what are some of the causes, why does it matter, do you have it, what are some of the unrecognized factors that may contribute, and what to do about [...]
What are your goals?
What if you’re just not sure where to start? To get started you can frame your questions using the broad categories in Figure 1. Writing down your thoughts by category will help narrow down [...]
How Do You Create Your Vivid Vision?
Many have goals they would like to accomplish in the next chapter in their life. Reaching those goals can be challenging. Achieving and experiencing your vivid vision of your goals can require a different mindset [...]
Avoid Post Business Sale or Retirement Remorse
A multi-step process for clarifying your Retirement Strategy Consider, 75% of business owners were dissatisfied selling their business after finalizing the deal, or expressed seller’s remorse, according to the Exit Planning Institute's Readiness Survey. Based [...]
7 Key Questions Affluent Individuals Should Answer
“Did I think of everything, is there something I failed to consider? What are other affluent families doing in this situation? I am at that point….it is time, to make key decisions and establish a [...]