Three Questions to Answer Before You Purchase Life Insurance
Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of…
Work Smarter—Not Harder!
Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out…
Estate Planning: Don’t Forget Your Pet!
If you are part of the 68 percent of U.S. households that own a pet*, you probably think of it as a true member of the family—one you love and…
Buying or Leasing a Business Vehicle: 5 More Factors to Consider
If you don’t understand the subtle tax and financial nuances involved in this decision, don’t worry, you’re not alone. In Part One, we discussed what you get for your money,…
Savvy Negotiating: To Get the Moon, Ask for the Stars
One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally,…
What to Do When Your Doctor Has Bad News
It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day…
Insightful Questions That Can Ramp Up Your Success
Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically…
Important Tips on Selling Your Business
We spend lots of time talking with business owners about various strategies for exiting their businesses. Too often, we find owners choose strategies that just don’t serve them well. If…
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children…
Sudden Wealth: What Should You Do If You Strike It Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do? Sudden wealth isn’t a common or reliable way to get rich, but it can and does…
