Blog
Two Types of Family Business Succession Plans
Entrepreneurs who want to transfer ownership of their companies to heirs should be looking to get both their financial and their operational houses in order. Armed with the right succession plans, business owners can better position themselves and their companies for a smooth transition.
Think Different: Mindsets of the Highly Successful
When it comes to achieving our biggest goals, the attitudes and beliefs we bring to the table can make all the difference. Discover the beliefs that drive some of the most successful people in business and life—and the link between those beliefs and smart action steps that help get results.
What Are Your Biggest Financial Concerns?
Affluent investors tend to share a few key financial challenges they most want to address. How does your list of concerns compare—and are you clear on the issues you need to tackle to pursue the goals that are most important to you?
Cybersecurity: Are You Protecting Your Technology—and Yourself?
We’re more exposed to potential cybercrimes than ever before. The good news is that there are smart steps—many of them straightforward—we can take to better safeguard our personal information and our business data from online thieves seeking to do us harm.
When Financial Uncertainty Rears Its Ugly Head
We can be blindsided at any time by bad news—a death, a job loss, a natural disaster—that makes it hard to know whether we’re still on solid financial ground. If you’re faced with such uncertainty, there are ways to regain much-needed clarity—and steps you can take if you need to get back on track.
The Three Key Characteristics of Driven Entrepreneurs
Driven entrepreneurs seek to achieve their full potential in business and in life. They possess three key personality traits that help them get there. The good news: You can adopt those traits yourself—if you’re ready and willing to take the right action steps.
Do You Need a Personal Umbrella Policy
Are you prepared to deal with a major lawsuit’s impact on your wealth and financial security? An umbrella policy above and beyond your existing insurance can give you the level of wealth protection you need. Even if you already have a policy in place, you may need to increase your coverage.
Top 8 Misconceptions About Life Insurance
Here the top eight misconceptions about life insurance: My family will be fine. Besides, I get 1x my salary from my employer. Money aside, your family will not be fine. They’ll have a huge hole to fill without you there. I’ve seen surviving spouses immobilized with...
Top 7 Reasons to Own Life Insurance
As a Certified Financial Planner® with over two decades of experience, I’ve helped clients navigate the complicated world of life insurance and secure the appropriate coverage for their situation. Here are the top seven reasons to own life insurance: Family income...
The (G) in ESG
The (G) in "ESG" ESG stands for Environmental, Social and Governance. ESG criteria is used to vet a company’s practices in regard to the environment and communities. The “G” in ESG looks at an organization’s corporate governance Governance (or corporate governance)...
The (S) in ESG
The "S" in ESG ESG stands for Environmental, Social and Governance. ESG criteria used to vet a company’s practices in regard to the environment and communities. The “S” in ESG looks at an organization’s business relationships and impact on society, both internally and...
The (E) in ESG
The “E” in ESG There are a lot of different terms for responsible investing. SRI stands for Socially Responsible Investing, or Sustainable, Responsible and Impact investing or some combination of the two. There’s also green investing, values-based investing and ESG...
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