Category: Exit Planning

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:

The Equifax data breach impacted nearly 148 million Americans. Check if you were impacted: www.equifaxsecurity2017.com Credit Reporting Bureaus: One of the strongest deterrents to identity theft is to freeze your credit reports with all four reporting bureaus: Equifax (800) 525-6285; To freeze your credit report: (800) 685-1111 P.O. Box 740241 Atlanta, GA 30374 Experian (888) 397-3742;… Continue reading PRIVACY PROTECTION – PART 1:

“Our government is the potent, the omnipresent teacher. For good or for ill it teaches the whole people by example. Crime is contagious. If the government becomes a lawbreaker, it breeds contempt for law; it invites every man to become a law unto himself; it invites anarchy. To declare that in the administration of the… Continue reading Quote of the Day

Owners, who are contemplating a business transition but it’s still a few years off, have a fantastic opportunity right now to enhance their business and personal value and pave the way for a smoother transition process. Here are some action steps to take right now. Step #1 – Develop a personal plan and document your… Continue reading Value Enhancement Strategy: 4 Action Steps to Take Right Now