Business Tips and Resources

3 (Creative) Ways to Get Your Business to Run Without You

Explore three cost-effective, simple strategies to set your business on a path to autonomy and allow it to thrive.

Volatility in the stock market again is back, and it might be a warning shot

More people are waking up wondering, "Could this be the Big Correction everybody's been worried about?" I can't answer that question, but...

Should You Have Debt In Retirement?

"In a perfect world, you would enter retirement with your home paid off, $ 2 million in savings, and not a penny in debt. Unfortunately,...

Managing Stealth Retirement Expenses

Take a look at some of the potential financial surprises in retirement - and how you can prepare for them. In 2017, the Society of...

Consider health planning when thinking about retirement planning

Health Planning For Retirement: Frequently Asked Questions While planning for retirement may not necessarily be at the top of your to-do...

Do Agents Use Annuities In Their Own retirement Plannings?

I get this question from prospective clients - do you use annuities in your retirement planning? The simple answer is yes. I have...

How Much Will It Cost Me?

I hear this question with every prospective client I meet. Why? Because they expect to pay an advisor a fee to speak with them, they are...

What Happens To Your Retirement Plan When The Market Crashes?

Americans have a short memory, especially when the market is on fire like it has been for the last eight years. Records are being broken...

Ask Before You Leap When Considering An Annuity

Learn the benefits you will receive from an annuity, and ensure you understand the entire contract. What makes fixed-indexed annuities...

Learning From Acquisitions That Fall Apart

When a big, sophisticated acquirer approaches you, hearing what they have to say is a great way to get some superb consulting - for free.

Your Credit Score in Retirement

Just because you retire does not minimize the importance of your credit. How you manage finances during retirement can impact your credit...

How to Create a Recurring Revenue Model That Appeals to Customers

The secret to reimagining your business into a recurring revenue juggernaut is to niche way down. Read on.

How To Avoid Disappointment When It's Time To Cash Out

How do you avoid not being disappointed with the money you make from the sale of your company?

Run Your Private Company Like It’s Public

Running your business like it’s public will make it more predictable as you grow and ultimately more attractive when it comes time to sell.

The Big Thing Holding Back Small Businesses

Small businesses stay small either by choice or because they start chasing growth in the wrong places. When you strip away the layers, it...

Why Startups Stall

Have you ever wondered why startup companies stop growing?

5 Reasons Why Your Business Is Too Dependent On You

Here’s a list of the 5 top warning signs that show your business could be too dependent on you.

5 Reasons Why Now Might Be The Right Time To Sell

While your objective to build your company’s value is admirable, here are five reasons why you may want to sell sooner than you might think.

4 Reasons Why It’s Better to Own a Big Chunk of a Small Company

Let’s take a look at four reasons it’s better to own a big slice of a smaller pie.

3 Surprising Reasons To Offer A Subscription

Why are so many companies leveraging the subscription business model? The reason is that recurring revenue boosts your company's value.