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Category: Financial Planning

Finding the right financial advisor for you is a very personal matter, and, making the right decision is more important than you might think. It's just as important as identifying …
Finding the right financial advisor for you is a very personal matter, and, making the right decision is more important than you might think. It's just as important as identifying the right attorney or CPA. For most lower mid-market business owners, th… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/how-know-if-you-should-stay-or-go/


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Category: Financial Planning

What the Financial Advisor Brings to the Table Finding the right financial advisor for you is a very personal matter, and, making the right decision is more important than you mig…
Finding the right financial advisor for you is a very personal matter, and, making the right decision is more important than you might think. It's just as important as identifying the right attorney or CPA. For most lower mid-market business owners, th… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/planning-your-exit-can-your-financial-advisor-go-distance/


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Are You Set for Life

Feb 11, 2013

Category: Ownership Transition

That depends upon what you mean by “set”. For some it means that you know what you want to do with for the rest of your life. For others it means you know what you want to do and …
That depends upon what you mean by “set”. For some it means that you know what you want to do with for the rest of your life. For others it means you know what you want to do and you have the financial means to carry out those wishes. While you might thin… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub3/are-you-set-life/


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Are You Set for Life

Feb 11, 2013

Category: Financial Planning

That depends upon what you mean by “set”. For some it means that you know what you want to do with for the rest of your life. For others it means you know what you want to do and …
That depends upon what you mean by “set”. For some it means that you know what you want to do with for the rest of your life. For others it means you know what you want to do and you have the financial means to carry out those wishes. While you might thin… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/are-you-set-life/


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Jack Strikes Gold

Feb 11, 2013

Category: Financial Planning

Up until now, Jack thought he was a business owner when. In fact, he was self-employed because he viewed his business as a source of income that provided a handsome lifestyle for …
Up until now, Jack thought he was a business owner when. In fact, he was self-employed because he viewed his business as a source of income that provided a handsome lifestyle for himself and his family. From that standpoint, he had reached his original go… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/jack-strikes-gold/


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Jack Goes for the Gold

Feb 11, 2013

Category: Financial Planning

Jack had labored long and hard in his business. Now, in his 60’s, he decided it was time to move on and pursue the things he loved – more time with family, hobbies, traveling with…
Jack had labored long and hard in his business. Now, in his 60’s, he decided it was time to move on and pursue the things he loved – more time with family, hobbies, traveling without a care about his business, and volunteering. His first question was, wha… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/jack-goes-gold/


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Category: Financial Planning

Jack had been in business for 30 years. According to him, he went into business to “create a better life for myself and for my family”. Over the years, he had invested considerabl…
Jack had been in business for 30 years. According to him, he went into business to “create a better life for myself and for my family”. Over the years, he had invested considerable time and effort in his business, not to mention plenty of sleepless nights… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/your-business-piggy-bank-or-gold-mine/


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Category: Financial Planning

As a business owner, you are well positioned to create whatever you want in life. There is no one telling you what to do or how to do it. There is no one telling you what your lif…
As a business owner, you are well positioned to create whatever you want in life. There is no one telling you what to do or how to do it. There is no one telling you what your life goals should be or how to achieve them. Business coach Steve Strauss says,… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/how-have-everything-you-want-rest-your-life/


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Category: Financial Planning

A slow market is not necessarily a bad thing. It’s all a matter of your perspective, resources, preparedness, and frame of mind. Here is a list of things you might have done this s…
A slow market is not necessarily a bad thing. It’s all a matter of your perspective, resources, preparedness, and frame of mind. Here is a list of things you might have done this summer. How you spent your time, and money, is some indication of your pr… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/confessions-business-owner-what-i-did/


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Category: Financial Planning

The Business: Opportunity or Unjustified Risk Picture this. You walk into your personal financial planner’s office and tell him that you have decided to move all of your cash into…
Picture this. You walk into your personal financial planner’s office and tell him that you have decided to move all of your cash into a business and then you proceed to share the following details with him: http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/personal-financial-planning-and-business-planning-winning-combination/


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Category: Financial Planning

Join the club. Sure it’s frustrating when your net worth is suffering because of bad decisions and poor judgment of others that have nothing to do with you. But you are a business…
Join the club. Sure it’s frustrating when your net worth is suffering because of bad decisions and poor judgment of others that have nothing to do with you. But you are a business owner. If you are like most entrepreneurs, your business is responsible for… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/your-portfolio-down-so-what/


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