Should You Pay Off Your Mortgage Before Retirement?
There is something undeniably appealing about entering retirement with a paid-off house. No mortgage payment. No debt hanging over your […]
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I’m Selling My Business in the Next Two Years. What Should I Be Doing Right Now?
There is a strange point in the life of a business owner when selling the company stops being something that
Three Out of Four Business Owners Regret Selling. Here’s Why.
Selling a business is supposed to be the finish line. Years, sometimes decades, of long hours, financial risk, sleepless nights,
I Retired. Why Do I Feel More Anxious Than When I Was Working?
You did everything you were supposed to do. You saved consistently. You maxed out your 401(k). You paid off your
What Recent Inflation Signals Mean for Financial Planning
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The
Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to
I Just Wrote a $250,000 Check to the IRS. Is There Anything I Could Have Done?
Every spring, successful business owners sign tax returns reflecting what may have been the best financial year of their careers.
Two Overlooked Tax Strategies That Could Save Business Owners Millions
In the early 2000s, Peter Thiel, co-founder of PayPal, made a brilliant financial move that would later be worth billions—literally.
Are You Sure Your Estate Plan Still Does What You Think It Does?
Most people assume that once they’ve signed a will or trust, the job is done. That’s understandable. Estate planning isn’t
How Much Money Should You Keep in Your Business?
Introduction “My advisor keeps telling me to diversify. Why would I move money from a business earning 25% into something
