Category Archives: Small business
The Critical Role of Life Insurance in Financial Planning
As comprehensive wealth managers, we believe that protecting risks through insurance is a foundational element of a financial plan. Investments are important and draw most of our ongoing focus, but without insurance, savings and investments can be lost. As author … Continue reading
Exit plan a crucial aspect to small business ownership
Gary’s monthly column in The News Tribune was published in today’s (9/3/10) business section. http://www.thenewstribune.com/2010/09/03/1326289/exit-plan-a-crucial-aspect-to.html#ixzz0yU1OlMta By Gary Brooks Business owners by nature are courageous folks who are comfortable taking risks. But there is one thing that seems to commonly invoke … Continue reading
How to Avoid the 5 Big Investing & Asset Protection Pitfalls of Small Business Owners
Many small business owners demonstrate five important traits that often make them successful entrepreneurs but lower their chances of achieving their retirement goals: Risk #1 – Reinvestment Because their financial future is often directly related to the value of their … Continue reading
