Blog: Sherpa’s Pathways to Prosperity
Is Your Pet Part of Your Estate Plan?
What would happen to your beloved dog, cat or other pet if you died suddenly? Don’t leave your pet’s future to chance. Here are steps you can take right away to help ensure your pet will be in good hands in the event of your death.
Shield Your Wealth With Asset Protection Strategies
Is your wealth protected from lawsuits and people who might take it from you unjustly? Unless you’re absolutely sure the answer is yes, it’s probably time to explore the world of asset protection planning—and how it can help you shield your wealth.
Nine Steps to Build— and Be Part of An Amazing Team
To achieve great things, you need to work well with other people. Discover how to help create and contribute to a team that is structured to pursue meaningful goals—for the group as a whole as well as for each member of the team.
Four Ways To Ease The Tax Bite When Selling Your Business
When you sell your business, wouldn’t it be nice to pocket more of the proceeds instead of handing it over to Uncle Sam? Here are four tax-mitigation strategies that could help you do exactly that!
You Failed. Here Is What To Do Next
Failure is an inevitable part of life—personally and professionally. But it’s how you respond to failure that largely determines whether you’ll be successful going forward. Check out this seven-step process for “autopsying” failed ventures that self-made billionaires use to get back in the game.
Addressing the Challenges of Giving–and Receiving–Family Wealth
When wealth gets passed down to younger generations, it can create significant stress and challenges—for both the people gifting the wealth and the inheritors. The good news: There’s a lot that everyone involved in family wealth transfer can do to navigate the sometimes rough waters of inheritances.
Helping Children Who Fail To Launch
Many young adults today who find it tough to transition to the next stage of their lives are seeking comfort and shelter in their childhood homes—with their parents. Here’s a look at some key issues around the challenge of adult kids failing to launch—and action steps you can take to help your kids or grandkids strike out on their own.
Should You Have a Family Bank?
When family matriarchs and patriarchs are formally set up to effectively loan money to their
heirs for important purposes like education and entrepreneurship, they can potentially create stronger family legacies—as well as generate new
wealth. Discover the advantages that a family bank could bring to your family.
Here Is Why You May Need to Update Your Estate Plan
You might have some sort of estate plan spelling out where you want your wealth to go when you die. But if you haven’t updated your plan in the past three years, it might not accomplish your most important wealth transfer goals and wishes. Here’s how to get your plan current!
Five Big Commercial Insurance Mistakes to Avoid in Your Company
As an entrepreneur, you probably know you need commercial insurance protection. But do you have the right types of policies in place—and the necessary amount of coverage? If you’re making one or more of these mistakes, the answer may be “no.”
Entrepreneurs Should Consider Mastermind Groups. Here’s Why.
Getting good advice from your successful entrepreneur peers can potentially help you build a much stronger company. Check out how mastermind groups can help give your business the rocket fuel to blast off.
Six Big In-Retirement Money Mistakes–And How to Avoid Them
Financial errors you make during your golden years could seriously damage your wealth in ways that are tough to recover from. Discover how you can sidestep the financial damage.
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