by This article was selected for you by Brian Stallcop, CFP® | Mar 14, 2024 | Business
Key Takeaways When you do something for others that they find valuable, they will feel they owe you—and (typically) will make an effort to balance the scales by bringing value to your life in some manner. The Super Rich regularly evaluate situations and look for ways...
by This article was selected for you by Brian Stallcop, CFP® | Mar 14, 2024 | Business
Key Takeaways Mastermind groups are designed to help entrepreneurs reach their most important business and personal goals over the long haul. Who are the members of the mastermind group you’re considering joining—and can they deliver real value to you? Be clear on...
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...
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