Jennifer Jacobs – The Steady Increase in Cost for Long-Term Care Insurance Comments0
In this video, I speak to Jennifer Jacobs, President of LTCI Consulting Inc. to chat about the expectation of changes of living benefits / life insurance, in terms of what we see in the market place and what we can …
Continue reading
The Downside of Just Milking It Comments0
Republished with permission from Built to Sell Inc. If you have considered selling your business of late, you may have been disappointed to see the offers a business like yours would garner from would-be acquirers. According to the latest analysis …
Continue reading
Why did Charles Wilton sell KB Home and buy Eaton? Comments0
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about the recent deposition and acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These …
Continue reading
Having Little Financial Knowledge is a Dangerous Thing Comments0
When it comes to financial planning, knowing too little is a dangerous thing. As a financial planner, the main part of my job is to educate my clients on things that they may not know—or things that they may not …
Continue reading
Mike Flux – Market Update and Investment Alternatives Q3-2015 Comments0
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q3 of 2015. We also discuss how to interpret the current events, and how to properly …
Continue reading
90 Days That Will Define Your Business Forever Comments0
Republished with permission from Built to Sell Inc. You’ve done the hard work of winning a new customer, but it’s what you do in the next 90 days that determines if it’ll stick around. The first 90 days of any …
Continue reading
How to Get Rich in 3 (Really Difficult) Steps Comments0
Republished with permission from Built to Sell Inc. Becoming wealthy may not be your primary goal, but if it is, there is a reasonably predictable way to get rich in America. Step 1: Ignore Your Parents Parents around the world …
Continue reading
9 Strategies to Protect Your Personal Credit Score Comments0
There are a variety of unknown factors that can affect your personal credit score. For example, most people don’t realize the importance of and the difference between two key dates for paying off their credit card debt: the due date …
Continue reading
