Planning insights for business owners nearing retirement or post-exit, with a focus on taxes, succession, and legacy.
Business Owners
Hurricanes and storms devastate houses by the ocean. One of the ways to protect an ocean-side house is to build it on pillars. Much safer. Your RETIREMENT LIFESTYLE is no different. The 4 Pillars to Retire Abundantly are: Pillar #1: Becoming the PERSON You Want to Be Pillar #2: Doing
Business Owners
Markets shift. So do you. But most people never update their investment strategy to reflect what really matters now predictable income, lifestyle preservation, and peace of mind. Why This Matters Now You’ve worked hard to build something meaningful—whether that’s a business, a career, or a life you’
Business Owners
Recently, an 18- year-old Florida man was arrested for pretending to be a licensed doctor. He had opened his own office in West Palm Beach, where he performed physical exams and offered medical advice. His website identified his clinic as a staff of alternative medical professionals that create a holistic
Business Owners
Life moves fast. Headlines. Markets. Notifications. Even in retirement, many people feel like there’s never quite enough time for themselves, their health, or the moments that matter most. Lately, I’ve been exploring something simple but surprisingly powerful: stillness. I picked up a book called Strength in Stillness by
Business Owners
Myth #4: The Financial Super Star Myth This myth is an unspoken myth that has sprung out of Wealth Myth #6 (stay tuned). This myth implies that you should be a super star in your core career … AND … you should be a super star wealth advisor. Does that make sense?
Independent Women
Have you ever heard of Jeanne Calment? She was born in France in 1875 and lived until the ripe old age of 122 years and 164 days, before dying in 1997. She met Vincent van Gogh and watched the first space shuttle launch! What an amazing life, especially considering the
Business Owners
Have you asked yourself (more than once) lately… “What in the world is going on in the world? Am I doing the right things to protect myself, my family and my wealth? Am I doing enough to preserve my lifestyle in retirement?” If so, YOU are not alone. I can’
Business Owners
You've probably heard the old saying from Benjamin Franklin, “In this world nothing can be said to be certain except death and taxes.” This sentiment was echoed by Margaret Mitchell in her famous book Gone with the Wind, in 1936, “Death, taxes and childbirth! There's never
Business Owners
Many people assume that what worked yesterday still works today. Or that you can solve today’s problems with yesterday’s solutions. Have you heard the “Pot Roast Syndrome” story? A new bride makes her husband a pot roast. She cuts off the ends the way her mother always did.
Business Owners
Wealth Myths are little-known myths that threaten your financial security and freedom. Wealth Myths can come from many places. They can come from parents, family members, friends, business colleagues and even well meaning, ill-informed advisors. Today, the Super Spreader of Wealth Myths is the Media (when I say media, I
Independent Women
The “three-legged stool” was used for years as a financial term to describe a stable retirement. Do you know why a three-legged stool is so sturdy? Here's a quick mathematical explanation: if you hold a cane in your hand, you can move it any way you want. It
Business Owners
Some people retire with cluttered finances, confusion about taxes, and uncertainty about the future. Others step into retirement with clarity, control, and the confidence that their money will support the life—and legacy—they’ve worked so hard to build.