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How To Approach Selling Your Small Business
Many entrepreneurs dream of the day that they can sell their business. However, selling a small business isn’t as simple as preparing to sell a publicly traded stock or even a home. This is how to approach selling your business, along with some financial and tax considerations to bear in mind.
How To Protect Yourself And Your Family From Financial Scams
“Grandma, I’m in jail and I need you to wire $10,000 for bail,” a deepfake scammer once told my grandmother. Technology can make the voice of a scammer virtually indistinguishable from that of a loved one. That, paired with time-pressure tactics, can leave victims too scared to think logically.
In this case, luckily, my grandmother texted me immediately and I assured her the call was not real. This is how to protect yourself and your family from financial scams.
How To Navigate Grief And Your Finances After The Death Of A Spouse
I recently caught up with a widow who had this bright and hopeful presence. She felt confident in her life and finances and was about to embark on the trip of a lifetime. I’d first met her immediately following the shocking death of her spouse years prior. It was a long and hard road to get to where she is today.
When I speak with people who have recently lost a spouse, they are often overwhelmed by all the financial and administrative tasks they need to handle while navigating their grief. This is how to get your finances in order while working through grief after losing a spouse.
3 Factors To Consider If You Want To Marry For Money
You may have seen the viral trend that has singles “looking for a man in finance with a trust fund.” This is an exploration of marrying for money, and its impact on happiness, legal and tax ramifications, and emotional considerations.
Why You Shouldn’t Try To Time The Market, Even During An Election Year
Every year, no matter what the market does, people ask me, “Is this a good time to invest? Should I be going more conservative because of X, Y, or Z factor?” That’s particularly true this year, with a presidential election on the horizon.
Every year, the answer is the same. Successfully leaving and reentering the market at the right times is nearly impossible, and usually ends up with investors leaving significant money on the table. This is a discussion of market timing and how you should invest your portfolio, even in times of turbulence.
MY BOOK
I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.