Blog: Sherpa’s Pathways to Prosperity
Five Big Asset Protection Planning Mistakes–And How To Avoid Them
Asset protection strategies can build a wall around your wealth that stops others from unjustly taking what’s yours. But asset protection is tricky, technical stuff. Here’s how to sidestep five asset protection mistakes that could blow up your wall.
Finding Financial Experts to Work With, the Super Rich Way
Many of us want to find and work with financial pros we feel confident are truly exceptional. Here’s how some of the most successful individuals track down these experts—and how you can take a page from their playbook!
Solo After 50: Navigating a “Gray Divorce”
Older married Americans are separating at a rate that may surprise you. Check out some of the key issues that couples splitting up after age 50 are likely to face as they plot out their future.
Three Moves that Can Help You Get the Most From Your People
The pandemic changed the ways in which many workers stay motivated to do their best. As an entrepreneur, are you doing what it takes to help your people engage fully with both your company and the specific tasks they need to accomplish to generate success?
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...
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