by This article was selected for you by Brian Stallcop, CFP® | Sep 5, 2024 | Business
Key Takeaways Referrals from other professionals, such as wealth managers, is how many professional services providers find their best clients. Strategic partnerships are a key part of getting high-quality referrals from other professionals. Evaluate a potential...
by This article was selected for you by Brian Stallcop, CFP® | Aug 20, 2024 | Business
Key Takeaways Entrepreneurs often overvalue their businesses, which can lead to problems. There are at least six approaches to formal business valuation. Consider enlisting the help of a valuation specialist. Do you know—really know—what your business is worth?...
by This article was selected for you by Brian Stallcop, CFP® | Aug 15, 2024 | Business
Key Takeaways Retirees are choosing to go back to work—to stay engaged and to tackle new challenges, among other reasons. Working “in retirement” can have an impact on Social Security benefits and other aspects of your finances. Leveraging contacts and previous...
by This article was selected for you by Brian Stallcop, CFP® | Jul 25, 2024 | Business
Key Takeaways For a variety of practical, financial and emotional reasons, more and more families are housing several generations under one roof. There are some big benefits to multi-generational living situations—but also some big challenges. Pay special attention to...
by This article was selected for you by Brian Stallcop, CFP® | May 22, 2024 | Business, Financial Planning, Investment Planning
Key Takeaways ESG—environment, social and governance—investments have seen strong inflows in recent years. ESG investors cite aligning their values with their wealth—and return potential—as big reasons to use this investment approach. Greenwashing and a lack of...
by This article was selected for you by Brian Stallcop, CFP® | May 22, 2024 | Business
Key Takeaways Highly Highly successful people and teams operate with a predictable cadence—a rhythm—that empowers them to both stay on target and quickly re-center themselves. Develop separate cadences for your daily action steps and for discrete or one-off...
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