Financial Strategy for Athletes

Financial Strategy for Athletes

Step One: Find a trusted financial coach; Step Two: Listen to your coach.   Whether you are a professional athlete, a college amateur, or an aspiring Olympian, you probably know what success feels like. You also know a thing or two about being a good sport when...
Financial Strategy for Athletes

Preparing to Sell Your Business

What is your exit strategy?   Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell your business. So, what’s a successful entrepreneur to do?  Find a buyer,...
Financial Strategy for Athletes

The Financial Realities of Longevity

Your financial future is up to you and no one else.   What will be your future? You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your thinking must include an awareness of how long you must save for...
Financial Strategy for Athletes

Insurance When You’re Newly Married

Assess the coverage for your new household.   Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current, individual insurance coverage to determine if any changes are in order as well as...
Financial Strategy for Athletes

Coping with an Inheritance

A windfall from a loved one can be both rewarding and complicated.    Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of...
Financial Strategy for Athletes

The Value of Key Employee Insurance

Can your small business risk not having it?   What kind of financial loss would your business face without its key employees? They are worth more than their salaries – their performance, professionalism, and character make your company what it is and provide the...