Cashing Out

The 3 Levels that Determine Your Retirement Values

Why are values so powerful? Because they are one of the core motivations for everything we do in our lives. They have a profound impact on every important decision we make, from what we choose to do for a living to whom we marry to how we spend our free time—in short, who we are

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The Five Most Effective Steps for Funding Your Retirement

Retirement. Financial Freedom. Whatever you call it — “it” being that blissful state of having enough money to quit work and do what you want — our aim with an upcoming series of articles is to help you achieve it. If all you’ve ever done to plan for retirement is dream about which beach you’ll

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The Importance of Family Governance

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders the assets it inherits through reckless spending, poor investment decisions and other mistakes.

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How to Protect Your Assets in Your Golden Years

How to Help Parents – and Yourself – Live Better at 80, 90 and Beyond They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues with memory can mean you—or

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Top 3 Qualities That Every Successful CEO Should Have

“What makes a great leader?” How would you answer that question? As owner/CEO of your company, it’s important that you know how to answer this question. Naturally, you want success for your business; and that success starts with you. No matter how phenomenal your team is or how many business meetings you manage to land

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Do You Know Who Your Beneficiaries Are?

Why you should periodically review beneficiary designations. Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same home and working at the same job as you did back then? Have your priorities changed

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Are Entertainment Expenses Still Deductible?

Yes, but only in certain contexts. You may have heard that the Tax Cuts & Jobs Act eliminated nearly all possibilities to write off business entertainment expenses. That is not quite true. You may be able to claim a deduction for such expenses today, but it depends on who you are entertaining. Regardless of who

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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 – and you must be prepared as

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Business Owners Need to Plan an Exit Strategy

70% of private business owners report that their business is their primary source of income; yet, only 20% of small businesses are successfully sold to an outside buyer. Over the next months, I plan to share some thoughts and disciplines around business plans for exit strategies, employee retention during ownership transition, selling your business to

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