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Estate Planning and Divorce: Incapacity, Death and Alimony Considerations

If you are considering a divorce, it’s critical to understand the impact of your divorce on what would happen in the event of your incapacity or death, either during the divorce or after. Unfortunately, most divorce lawyers do not give any thought to incapacity or death, simply because they do not have training on these [...]

By | March 7th, 2017|Uncategorized|0 Comments

Helping Employees Access Health Care While Easing the Burden on Small Businesses

In December 2016, former President Obama signed an important health care access act that will help alleviate the burden of employee health insurance on small businesses. The 21st Century Cures Act will allow, among other things, small businesses to reimburse their employees for individual health insurance if they do not offer a group plan. For [...]

By | February 14th, 2017|Uncategorized|0 Comments

How to Incorporate Family Values in Your Estate Planning

Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to pass down to heirs. In [...]

By | January 10th, 2017|Uncategorized|0 Comments

How to Leverage Company Culture to Build a Successful Brand

Building a brand can transform your business into an enduring household name. But how do you build a brand when you are starting from scratch? One good place to start is developing a consistent company culture. Company culture can be leveraged to create a unique and memorable company identity. More than just a corporate buzzword, [...]

By | January 10th, 2017|Uncategorized|0 Comments

Entrepreneurial Anguish: The Cost of Doing Business

Building a business empire, enterprise, or even just a start-up has its price. The image of the confident and charismatic CEO often falls short of reality. Before, during and after public visibility often comes personal self-doubt, anxiety and mental anguish. Many business owners don’t readily divulge the distress they feel because they don’t perceive it [...]

By | January 4th, 2017|Uncategorized|0 Comments

Millennials and the Family Business: When New Values Meet Old

Millennials are taking their places at office desks around the nation. This burgeoning generation is just starting out, which means changes for family businesses with millennial family members who stand to inherit the family business. Of course, this scenario raises certain concerns for baby-boomer business owners as they look to the next generation of workers. [...]

By | December 28th, 2016|Uncategorized|0 Comments

How These Common Assets Can Affect Your Financial Aid Eligibility

Financial aid is a valuable resource for students and their families. And sending a child off to college is one of life’s biggest (and often most expensive!) events. Unfortunately, certain assets may adversely affect student financial aid eligibility.  That’s why careful financial planning is particularly important for families with college-age children. Federal financial aid eligibility [...]

By | December 28th, 2016|Uncategorized|0 Comments

Setting & Achieving Goals

15 Days into 2016 – What’s Different Than Last Year? Almost two full weeks have passed since we celebrated the beginning of 2016. Countless people made personal and professional resolutions for themselves. People also resolved to build their businesses so that better success could be achieved by this coming December. Unless the processes to obtain [...]

By | January 15th, 2016|Uncategorized|0 Comments

Tragedy in Paris: Lessons & Courses of Action

Primer on National Power             Bataclan Theater, Stade France, Le Petit Cambodge, Avenue de la République, Charonne, and Beaumarchais – these are the six locations that Islamic terrorists, under the banner of ISIL (or “Daesh”)[1] brutally murdered more than 100 people and injured hundreds more. The after effects of this attack will continue to reverberate [...]

By | November 19th, 2015|Philosophy, Uncategorized|0 Comments

Insurance Companies Are Wasting Your Money

Ever wonder how an insurance company wastes your money? Here’s a perfect example of a complete waste of resources and money. Travelers Insurance Company responded to a demand letter I sent their client regarding a misleading auto sale. To convey their message, the one-page letter was emailed to me, after which I confirmed receipt1. It [...]

By | May 28th, 2015|Philosophy, Uncategorized|0 Comments