Wealth Management Strategies

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 insured guarantees, consider other instruments such as US Treasury bills to manage your risk so you can follow STEP [...]

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 your goals and begin to get clarity on what is important to you. Once you have this data, prioritize it [...]

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 and set of skills; some you may have used before in business. Why not apply the same skills and energy [...]

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 on my experience I suspect retirees that arrive at their retirement date, plus one day, without planning for “the next [...]

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 direction, a plan a strategy. What else am I missing?” Are these similar to the questions you have been asking [...]

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