Category: Exit Planning

I recently had the privilege to hear New York Times best selling author Thomas William Deans speak.  Tom is the author of two best sellers on family businesses – “Every Family’s Business” and “Willing Wisdom”.  The overriding theme of Tom’s books and his presentations is that family’s need to do a better job of dealing… Continue reading Family Business Succession

By most accounts, GDP is one of the best measures of economic growth in this country.  President Donald Trump has been touting his positive economic record since he took office in January of 2017.  However, former president Barack Obama and his supporters have claimed that the policies of the Obama administration are responsible.  Who is… Continue reading Who is Really Responsible for the Surge in Economic Growth in 2017 and 2018?

Protect Personal Information: Only carry what you need in your purse or wallet. Take these items out: Social Security Card Blank Checks Expired Cards Receipts Passwords and Pins Spare Keys Don’t provide your social security card or number to anyone unless there is a legitimate need. Be aware that most Medicare cards use the social… Continue reading PRIVACY PROTECTION – PART 3:

The average American receives 41 percent of junk mail each year – half of which they never open. Shred documents Leverage online statements and paperless options Go to www.optoutprescreen.comto reduce pre-approved credit card offers Go to www.dmachoice.orgto remove your name from mailing lists Go to www.donotcall.govto remove your name from calling lists General online safety rules: Be wary… Continue reading PRIVACY PROTECTION – PART 2: