by This article was selected for you by Brian Stallcop, CFP® | Jan 13, 2024 | Business
Key Takeaways Teams can range from dysfunctional to fully aligned dream teams. The best teams have members who continually co-elevate each other to new heights. Dream teams are intentionally designed to help everyone involved achieve their goals. In our experience,...
by This article was selected for you by Brian Stallcop, CFP® | Jan 13, 2024 | Business, Financial Planning
Key Takeaways Installment sales can help spread out income over time, reducing your annual tax bill. Opportunity zone funds can potentially reduce or even eliminate a taxable capital gain. Charitable trusts help you mitigate taxes and have a philanthropic impact....
by This article was selected for you by Brian Stallcop, CFP® | Dec 16, 2023 | Business
Key Takeaways Failures should be autopsied—examined to learn what went wrong so you don’t repeat the same mistakes. Be appropriately hard on yourself when sizing up your mistakes—without sabotaging yourself. Do not rush the process—take your time and be thorough....
by This article was selected for you by Brian Stallcop, CFP® | Nov 6, 2023 | Business
Key Takeaways D&O insurance and EPLI help cover management liability. Cybersecurity insurance has become increasingly important in the post-pandemic world. Make sure you’ve got enough umbrella coverage. Whether you are a seasoned business owner or a new startup...
by This article was selected for you by Brian Stallcop, CFP® | Sep 27, 2023 | Business
Key Takeaways Mastermind groups can enable many entrepreneurs to become more successful much faster than they would have otherwise. Operational benefits include new business opportunities and insightful advice. Psychological benefits include increased motivation and...
by This article was selected for you by Brian Stallcop, CFP® | Sep 20, 2023 | Business
Key Takeaways Rugged individualism is overrated. Personal resilience depends as much on others as on us. Our environment shapes our physical and mental health. Resiliency—the ability to recover quickly from difficulties—has been a hot topic recently. It’s easy...
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