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A great alternative to early retirement
Many of my baby boomer clients are questioning their ability to retire before they reach their Full Retirement Age (FRA) for Social Security. When we do our annual retirement planning, […]
How is the M&A market, anyway?
Business owners wanting to maximize the value of their business will decide, at some point, that the “time is right.” This might be based on unique personal circumstances (an illness […]
Great year-end tax tips
It’s not too late to make changes that can improve your tax situation for 2011. A little planning goes a long way. Here are 12 steps you can take before […]
Protecting your retirement investments…
The current economic and market environment has prompted many Americans to rethink their retirement strategies. If you are experiencing a job transition-particularly if the transition is unplanned and unexpected-such a […]
The definitive, whole-picture, year-end checklist
There are so many year-end business checklists going around. I’ve read them all, and it irks me that they all miss something huge. Most of them seem to be written […]
The rocky road to new revenue standards
Most financial statement users agree that revenue is one of the most important financial measures. It is also the area that is most confusing and disparately regulated, and the source […]
Putting this off could be hazardous to your wealth
Another year is coming to a close and how many of us business owners took the necessary time to work “on” our business versus “in” our business?Business owners eventually come […]
China’s investment revolution
What if you started a revolution and no one came? Wang Wei, arguably China’s most influential businessman of the past decade, may have contemplated the question eight years ago when […]
A financial tug-of-war
As we head towards the end of the year, there continues to be a daily tug-of-war between the negative headlines emanating from Europe and the improving economic data in the […]
Is a win always a win?
Attorneys, in general, are a pretty competitive bunch. Most of us can be qualified as type A personalities (or at minimum, A-). A lot of successful business people fall into […]
When it comes to your money, politics matter
Economics in the U.S. and globally are being affected by governments and their actions more than any time in recent history. With that in mind, we recently invited Sean West, […]
Become your own bank
What if you set a goal today to accumulate money on your own? Shore up reserves for use in emergencies in your business, or for business opportunities, investments and personal […]
