Apr 17, 2023 | Finance, Insurance, Risk Management
Transitions and change are challenging—especially for small business owners. It can be tough to wrap your head around leaving something you created and led, and even more complex if multiple people might be interested in taking over. That’s why I wrote 6 Steps to Succession Planning for Businesses.
Jan 20, 2023 | Featured, Finance
The collapse of FTX took the world by surprise, and we need to learn a practical lesson or two from this fiasco. Such lessons are best learned through repetitive discussions, questions, answers, and research. So… let’s talk about FTX, Sam Bankman-Fried (FTX Co-Founder), and how the *%&# something this big happens.
Nov 25, 2022 | Finance, Wealth
Let’s look at the “Big Picture” of the “big money” to be made in Hedge Funds – and how these $$$ incredibly wealthy people – whom you have never met – are changing your life every day.
Nov 5, 2022 | Featured, Finance, Risk Management
In this post you’ll learn how debt relief under Article 9 is a cooperative process–benefits both business owners and creditors.
Sep 23, 2022 | Featured, Finance, Technology
Blockchain and Web3, in general, are still in their infancy. There will be stumbles, failures, fraud, and unfortunate events. But there will be plenty of good to go along with the bad. Free of stigma, NFTs and cryptocurrencies are simply blocks of data. How we use them will shape the future. Learn more!
May 24, 2022 | Finance, Insurance, Risk Management
Key-person disability insurance can offer an intelligent and economical solution to avoiding economic disaster. If done correctly, not only is the economic risk transferred to a third party, but the transfer takes place for pennies on the dollar.