Category: Exit Planning

The product of a new nation, George Washington, was a leader who shines among the best. While Thomas Jefferson was more learned, more cultivated, a more extraordinary mind with unsurpassed intelligence, Washington had a character of rock and a kind of nobility that exerted natural dominion over others, together with the inner strength and perseverance… Continue reading The Founding Fathers

Currently, there’s a law firm in South Carolina that says it is suing some 30 higher learning institutions for tuition and board payback (includes Columbia, Cornell, and UPenn). They are arguing breach of contract saying in effect these institutions charged students for a certain type of college campus experience this year and instead gave them… Continue reading The College Quandry

We still have a lot to learn about Covid-19 but what is already very clear is that your risk level increases tenfold if you have major health issues (co-morbidities).  Many of these co-morbidities can be eliminated and controlled by making smart lifestyle choices. Arguably the number one thing you can do to build a strong… Continue reading Investing in Your Health

As business owners make it through the effects of the shutdowns sparked by governmental reactions to the Wuhan coronavirus, the trend toward a phased-in retirement is accelerating. “Most people’s goals have changed” said Chip Munn, author of the book – The Retirement Remix: A Modern Solution to an Old School Problem”. “People have lived through… Continue reading The Shift to a Phased-In Retirement

Markets, Economy, Election, Coronavirus September 9, 2020 Most people tend to focus on what’s happening now or what happened in the recent past (often 30, 60 or 90 days).  It’s easy to lose perspective.  Let’s remember, the S&P 500 Index started 2020 at 3,278 and grew to 3,386 by February 19th.  Then, plummeted to 2,237… Continue reading Perspective: September 2020 Update