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News
8 Characteristics of People Who Successfully Get Out of Debt
Having worked with families and individuals in building and implementing their financial plan, one goal that I have seen to be relatively common for many is a goal to pay off debt in order to be able to save money. I recognized some characteristics which made them...
What and When to Shred
According to the Federal Trade Commission, these recommendations will help you know what to keep and what to eliminate (click the image to zoom).
Preparing to Sell Your Business
Do you have a strategy to follow? Have you created a company that someone will want to buy? Your children won’t necessarily want to take over your business, so an exit strategy is essential to getting the outcome you want. You must prepare your firm for the transition...
Key Person Insurance
A way for businesses – especially niche businesses – to address a major risk. Who are the people most crucial to your business? Have you taken steps to insure them? At every company, there are certain people whose absence would cause day-to-day operations to grind to...
