Category Archives for Business Owner

After 41 Years of Marriage, it’s over…now what Happens?

Long-time clients, Dave and Marge (names changed to protect my clients), broke the bad news to us last week. They’re splitting the sheets, literally, and dividing their assets. Seems pretty easy on the surface, but as they found out, it isn’t always as simple as it seems. Dividing assets in a divorce is rarely an […]

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5 Critical Steps Before Applying For Veterans Benefits

If I asked a group of 100 people the definition of “Veteran’s Benefits,” I would suspect close to 90 of them would get it wrong. It isn’t what the name implies…it is actually a bit misleading. Most would answer something like, “These are the benefits we give our Veterans for serving in the military.” While […]

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Do You Know Your Current Level of Personal Risk?

Now you can get a good indication of whether it is High, Medium, or Low…and in which areas of your life. Take 10 minutes and you will know which areas of your life are under control and which ones need attention…and it’s Free. By far the majority of people we talk to don’t really know […]

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Things to Think About When Choosing a Trademark

I get asked this question from time to time by business owners, “How important is it to have a trademark and will it protect me from legal situations involving my business name?” Here’s some basic guidance in this area and some insights as you think about whether you need a trademark for your business or […]

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Beware of Ponzi Schemes

  The Wealth Management.com Staff reported on November 16, 2017, that a dozen or more Ponzi schemes still take place each month. The report reveals that investors continue to be willing to trust their life savings with fraudsters, even years after Bernie Madoff stole nearly $65 billion from some of the richest people in the […]

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Think Your Assets are Protected? Not So Fast…

  If you interview 100 business owners and ask them if they feel their business assets are protected if they have an LLC or are incorporated, 95 of them will tell you they are. They would be wrong…at least in certain circumstances. Since the primary reason to form these types of structures is to protect […]

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