December 2020
Thursday, 03 December 2020
by Business Exit Planning
In this issue we will be covering these topics: Are You Tall Enough to Invest? Being Warren Buffett – For Your Kids Healthy Spending Today = Better Spending Tomorrow The Last Thing to Do Before Year-End
- Published in Financial Planning
October 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Play the Center Square – and Dominate! 401(k) Loans and Unemployment – a Bad Combo Deposits: How Magic Happens! The Household CFO: Efficient or Risky?
- Published in Financial Planning
September 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: The View From Mount Stupid Non-Guaranteed Assets: In Theory and Practice Has the Pandemic Locked You Out of a HELOC? The Blue Zone Financial Professional
- Published in Financial Planning
August 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Living Prudently in the Now A One-Club Suggestion for Personal Finance Remote Work, Nexus, and Jock Taxes Technology Dilemma: When is Easier Better?
- Published in Financial Planning
July 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Why Your “Number” is Really Two Numbers Financial Insight From the Pandemic: Many Americans Didn’t Make Their Beds The Cares Act: Yes or No to CRDs or RMDs The $10 Million American Life
- Published in Financial Planning
June 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Surviving the Black Swan Will You Lose Your Rings in Retirement? A Real-Life Risk Tolerance Test Not Having Insurance Makes Me More Careful (WHAT?!)
- Published in Financial Planning
May 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Balancing Efficiency and Resilience Cash Values for Retirement Income: A Case Study The Special Needs Trust: A Hopeful Answer to Tough Questions The Actuaries Have Spoken: TWD is Risky!
- Published in Financial Planning
April 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: The Nastiest, Hardest Problem in Finance The Illusion of “Defeased Debt” Backhoes and Life Insurance: When “Simple” Becomes “Simplistic” A Retirement Investment that Yields 3X Happiness
- Published in Financial Planning
March 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Pragmatic Visualization The Secure Act Changes IRAs Interest Rates: Is the Long Term Trend Lower? The Irrational Exuberance in Men’s Underwear
- Published in Financial Planning
February 2020
Monday, 02 November 2020
by Business Exit Planning
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
- Published in Financial Planning
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