February 2020

  In this issue we will be covering these topics: A Sophisticated Perspective on Cash The Trustee for Your Estate Plan: Choose Wisely Should You Pay Off Your Mortgage Before Retirement? Why You’ll Select the Aardvark Account

January 2020

In this issue we will be covering these topics: Eustress to Relieve Money Stress Real ID and Other Important Documents Gradually, Then Suddenly – In Cars The Virtues of Prosperity

November 2020

In this issue we will be covering these topics: Block Out the Noise: It’s All About Income The DIY Annuity: It May Be Possible, Until It Isn’t Saving to Pay Off the Mortgage Getting Then Giving, or Is It Giving Then Getting?

Growing Business Value When Times Are Tough

In times of great uncertainty or disruption, some business owners will panic and bury their heads in the sand. Some will sit tight and wait for things to settle down. But others will try to create opportunity and future growth. Which will you be? We’re here to help you be the latter.  Minimize Tax Exposure

Does Your Spouse Feel Left Out of Key Business Decisions?

Sometimes when planning the next chapter in your life, the most important people somehow feel left out. Deciding to transition out of ownership of your business is one of the most important decisions a business owner can make, so it only makes sense to include your loved ones in that planning.  How Will Your Spouse

Realistic Timelines

Global economic disruption uniquely affects each business. Whether you are being hit with a hammer or expect to suffer a slow burn, your reaction to changes and proactive planning will play a major role in how your future unfolds. Signals indicate that once we start to get COVID-19 under control, the world economy will begin

Identifying “The Gap”

Business owners have a lot of information at their fingertips. There are calculators and assessments available for just about every aspect of your business and personal situation. As a result, many business owners think they have an accurate idea about the value of their business. They may even think they have an idea of where

Where Transferable Value Comes From

One of the most important elements of a successful business transition is transferable value. No matter what an owner sees for the future of the business, transferable value can be the common denominator that makes all goals more achievable. What is Transferable Value Transferable value, for a closely-held business, is most simply what a business

Where to Start

When we start any important project, it is common to choose to plan in phases. Sometimes we choose to plan in phases because there is a certain aspect of the project that we consider to be more urgent than others. Maybe it can be overwhelming to try to focus on the big picture. Regardless of

Rethinking Cash Flow

While there are many uncertainties when planning for the future, one factor that is almost always essential to the success of your future plans is cash flow. Measuring your company’s cash flow and knowing what aspects of your business can be affected by the health of your cash flow are even more crucial in today’s