Tag: business owners retirement

A Long Life Is Wonderful When You Can Enjoy It!

Jim Lorenzen, CFP®, AIF® 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

How To Avoid the Family Business Wealth Evaporation Trap

Jim Lorenzen, CFP®, AIF® 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

Business Valuation Matters

Jim Lorenzen, CFP®, AIF® 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

What To Do With Business Sale Proceeds

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

October 30, 2017

Business Owners Face Potential Tax Law Changes

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

October 16, 2017

What Business Owners Need Most!

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

October 2, 2017

Someone else likes your key employee – Your competition!

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

March 28, 2017

Is Your Business A Ticking Grenade?

Jim Lorenzen, CFP®, AIF® 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

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

February 21, 2017

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

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

January 24, 2017

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.

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Get Ready for Some Possible Tax Increases!

Will My Money Last?

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Want to Defer RMD Taxable Income? Try a QLAC!

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Get Ready for Some Possible Tax Increases!

Will My Money Last?