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Estate Planning


As we are beginning to feel the effects of an economic upswing once again, investment advisors are developing social adaptations to effectively service three distinct market groups. Forward thinking estate planning advisors have to prepare in advance for proper communication and doing business with these three generations as their concerns and values differ remarkably from […] Read more...


Stimulus Check


With the recent passage of the Care Act, most American citizens have a stimulus check that they can look forward to receiving. This is a much needed economic driver and it appears that the checks should be sent in about three weeks. Many families have been impacted by the pandemic and are reeling from the […] Read more...


personal loan


Taking a personal loan has many advantages, for both business and personal purposes. The loan is disbursed fairly quickly and the monies can be used for a variety of needs. Traditionally, people have been averse to taking loans for purchases, but lately, it has become somewhat of a trend to borrow personal loans, vehicle loans, […] Read more...


My Company


What is my company worth? The answer to this question is key to successfully finding sources of equity and completing the investment process. However, this question is often one of the most difficult ones for an entrepreneur to answer. For more on this, please see below. Determining a proper valuation of a start-up company is […] Read more...



Savings


In this blog, we have talked about creating a budget and paying off debt, but we really haven’t delved too deep into the subject of where to put your savings. You may be wondering, “Don’t you just put it in a savings account and that’s it?” Not quite. To get the most out of your […] Read more...


Business Owners


Businesses aren’t immortal, but they can live much longer than their current CEOs if their owners formulate a smart succession plan. Unfortunately, a large percentage of business owners have no succession plan at all. According to Entrepreneur magazine, 25 percent of the people who own shares in a family business and are entering their senior […] Read more...


Degree


We see them everywhere. The numerous articles outlining the majors you should take if you want to earn big. Better yet, those listing the majors you should avoid like a plague if you ever want to make money. Today we dig into the Super Power of an exception to this rule. Meet Erin Lowry. A […] Read more...


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