Tag: business owners retirement

Here's an alt tag for the image: `Dollar sign with multiple directional arrows.`

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

Here's an alt tag for the image: `Dollar sign with multiple outgoing arrows.`

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

Here's an alt tag for the image: `Hands reviewing documents at a meeting.`

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

Here's a short alt tag for the image: `Senior man holding money, keeping secret.`

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

Here's a short alt tag for the image: `Hand calculating figures with pen and calculator`

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

Here's an alt tag for the image: Business succession planning flowchart.

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%,

October 2, 2017

Here's a short alt tag for the image: Smiling businessman with colleagues in meeting.

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