Tag: business owners retirement

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Planning

A Long Life Is Wonderful When You Can Enjoy It!

Jim Lorenzen, CFPÂ®, AIFÂ® We know we’re living longer; a long life can be wonderful… and some of us get to live better, too. I

December 20, 2017

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Business Owners

How To Avoid the Family Business Wealth Evaporation Trap

Jim Lorenzen, CFPÂ®, AIFÂ® Family business owners face wealth evaporation daily. It’s like glaucoma. You can’t tell it’s happening on a daily basis, but the

December 11, 2017

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Business Owners

Business Valuation Matters

Jim Lorenzen, CFPÂ®, AIFÂ® Business valuation matters! And, not just when you plan to sell. Few business owners realize that valuation ‘what-if’s’ can help determine

November 13, 2017

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Business Owners

What To Do With Business Sale Proceeds

Jim Lorenzen, CFPÂ®, AIFÂ® When you receive business sale proceeds, you’ll likely pay a capital gains tax; but, that may not be the end

October 30, 2017

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Business Owners

Business Owners Face Potential Tax Law Changes

Jim Lorenzen, CFPÂ®, AIFÂ® 1954 1986 2017 What do those years have in common? If you guessed those were the years of major tax reform,

October 16, 2017

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Business Owners

What Business Owners Need Most!

Jim Lorenzen, CFPÂ®, AIFÂ® Business owners spend long hours for many years trying to build their dream. For many, their business represents 70%, 80%, even

October 2, 2017

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Business Owners

Someone else likes your key employee – Your competition!

Jim Lorenzen, CFPÂ®, AIFÂ® Successful business owners know they’re successful because of their people. Within that group there’s usually one or two key people that

March 28, 2017

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Business Owners

Is Your Business A Ticking Grenade?

Jim Lorenzen, CFPÂ®, AIFÂ® Did you know that as much as 80% to 90% of many business owner’s net worth is tied-up in their businesses?

February 28, 2017

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Business Owners

Trying to Keep Top Talent? This could be your roadmap

Jim Lorenzen, CFPÂ®, AIFÂ® No, that’s no my picture – I wish I were that young and good looking; but he does look like a

February 21, 2017

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Business Owners

SELLING YOUR BUSINESS? This may be the best kept secret you’ll need.

Jim Lorenzen, CFPÂ®, AIFÂ® Ever heard of a “One-Way Buy-Sell” arrangement? Don’t feel bad. Few people have. I know when I was in publishing I

January 24, 2017

Most Popular:

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

How to Plan for a Tax Free Retirement

April 4, 2025

The Big Picture:

For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.

Tag: business owners retirement

A Long Life Is Wonderful When You Can Enjoy It!

How To Avoid the Family Business Wealth Evaporation Trap

Business Valuation Matters

What To Do With Business Sale Proceeds

Business Owners Face Potential Tax Law Changes

What Business Owners Need Most!

Someone else likes your key employee – Your competition!

Is Your Business A Ticking Grenade?

Trying to Keep Top Talent? This could be your roadmap

SELLING YOUR BUSINESS? This may be the best kept secret you’ll need.

Most Popular:

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

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Jim's Money Blog

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement