Planning
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
Tag: business owners retirement
Business Owners
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 Owners
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
Business Owners
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
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
Business Owners
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
Business Owners
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 that
March 28, 2017
Business Owners
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
Business Owners
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 a
February 21, 2017
Business Owners
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
