I was recently corresponding with an acquaintance who is out of work having been laid off due to mismanagement (by others) at his prior company. He has been having trouble finding a new role primarily because potential employers see him as simply an accounting guy and they want someone with a finance background. I told […]
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How Much Life Insurance Do I Need?
Let me start off by telling you what our financial planner told us years ago. Before you start talking about investing, you need to set up a will, an advance directive, and purchase life insurance. If you have children, this is even more important. At the time, my wife had just given birth to our […]
Should I Sell My Business?
Do you own a business? Are you ready to cash in, sell your company to a big corporate entity, and retire? Sounds great, but what is your business really worth? Who will buy it? What are the next steps? I have spent years buying, selling, and valuing businesses as a consultant, running in-house M&A, and […]
Essential Travel Gear I Never Leave Home Without
Having spent many years traveling for business and personal, sometimes on as many as 45 trips per year, I have collected travel recommendations that I thought I would share. After all this time in airports, I have concluded that the key to an enjoyable travel experience is flexibility. Planes get delayed. Weather forces a change. […]
How to Lose 80 Pounds in 6 Months
As we come to the end of the year, and the start of a new year, the most popular New Years’ resolution is to lose weight and/or exercise more. I am opting to kick off my weight loss resolution a little early. I have always struggled with my weight. I am a big guy at […]
Quit Your Job Without Quitting Your Lifestyle
We have all dreamed about winning the lottery or inheriting a large sum of money. However it happens, somehow we find ourselves the beneficiary of a large windfall. If you woke up tomorrow with $10 million in the bank what would you do? Quit your job and travel? Quit your job and start a business? […]
