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
How to Create A Risk-Free Investment Strategy.
November 13, 2023
So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.
Bad Financial Behavior and How to Avoid It!
October 20, 2023
Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.