Trying to Keep Top Talent? This could be your roadmap
Jim Lorenzen, CFP®, AIF® No, that’s no my picture – I wish I were that young and good looking; but he does look like
Jim Lorenzen, CFP®, AIF® No, that’s no my picture – I wish I were that young and good looking; but he does look like
Jim Lorenzen, CFP®, AIF® Ever heard of a “One-Way Buy-Sell” arrangement? Don’t feel bad. Few people have. I know when I was in publishing I
Jim Lorenzen, CFP®, AIF® Business valuation is something that most business owners don’t think about until they decide it’s time to sell. Big mistake. Business
Jim Lorenzen, CFP®, AIF® Executive Bonus plans are a little different from Non-Qualified Deferred Compensation Plans (NQDC), which we talked about in another short paper.
Jim Lorenzen, CFP®, AIF® I can speak from personal experience on this one. I’ve been a business owner for thirty-seven years, owning seven different businesses
Believe it or not, you’ll have a number of options available to you – and it pays to do your homework before making decisions that could be irrevocable – and costly.
Believe it or not, investing during working years was the easy part. Just keep accumulating! Even better, the money you put aside wasn’t taxable. Such a deal! Tax-delayed doesn’t mean tax-free however.