Dalton — I recently had the opportunity to spend a few days in tropical and exotic Cleveland, Ohio. A small group of other Certified Exit Planning Advisors and myself met to discuss our work with businesses—growing them, turning them around, managing operational and team inefficiencies, and more. I started doing this sort of work, first for my own company, more than a decade ago. Since then I’ve been helping our business-owning clients with these tasks and also using this information for identifying sound investments. Most folks who would be interested in my continuing education in the world of business growth acceleration would be CEOs, COOs and owners. But it’s not just a business conversation, it’s an investment conversation.
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American Values Impact Financial Choices | Conscience or Money?
by Allen Harris
Charles Schwab’s sixth-annual Modern Wealth Survey revealed that people with money do have a heart. Almost three-quarters of the American respondents (73 percent) say that their values govern their life decisions. And almost as many (69 percent) say their top...
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An estate plan is essential for protecting the people and things you care about when you pass away, regardless of your age or wealth. However, only 1 in 3 American adults have one. I recommend that everybody create...
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by Allen Harris
In marriage and divorce, through life and death, your money is in motion. Making the right financial decisions can feel downright impossible when relationships and emotions come into play, but protecting your family and future is especially critical...