Category: Work/Life Balance

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    Don’t be a 56er

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    Don’t be a 56er

    You just finished a one-hour meeting at the 56-minute mark. Your next meeting begins in four minutes. As a typical time maximizer, you now have to make a quick decision – what can you accomplish in the next four minutes?

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    The Cost of Infertility: How to Navigate the Finances of IVF

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    The Cost of Infertility: How to Navigate the Finances of IVF

    By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

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    4 Unforeseen Challenges for Business Owners Considering Third-Party Sales

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    4 Unforeseen Challenges for Business Owners Considering Third-Party Sales

    For many business owners, a sale to a third party is their assumed exit path. Some business owners even start their businesses with the goal of finding a larger buyer with deep pockets, selling the business and retiring early. The potential to sell the business for cash draws business owner …

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    3 Things All Valuable Businesses Have

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    3 Things All Valuable Businesses Have

    There are plenty of elements that make businesses valuable. But regardless of industry or aims, there are three things that all valuable businesses have in common. Let’s look at these three factors and explain why they’re important for owners and their advisors to acknowledge. Next-level ma …

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    3 Things Business Owners Should Know to Prepare for Third-Party Sales

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    3 Things Business Owners Should Know to Prepare for Third-Party Sales

    As a business owner, you’re likely used to having as much control over how the business functions as possible. You’re the go-to person for big decisions, and you own the consequences of those decisions, whether they’re good or bad. This attitude is often good and sometimes necessary for the …

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    Is Your Business Worth as Much as You Think?

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    Is Your Business Worth as Much as You Think?

    As a successful business owner, you know that your business has value. It likely supports you and your family’s lifestyle. It provides a paycheck and perhaps benefits to the people you employ. The products or services you provide are meaningful to your clients. But if someone asked you how …

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    Why You Should Include Your Spouse In Key Business Decisions

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    Why You Should Include Your Spouse In Key Business Decisions

    Sometimes when planning the next chapter in your life, the most important people feel left out. Deciding to transition out of ownership of your business is one of the most important decisions a business owner can make, so it only makes sense to include your loved ones in that planning. How …

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    If You Love What You Do, Why Should You Plan Your Business Exit?

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    If You Love What You Do, Why Should You Plan Your Business Exit?

    Many business owners love the companies they’ve founded, whether it’s because of the work they do, the changes they effect, the money their companies provide, or something else. When you carve out a comfort zone within your business, you might question why you would want to plan for your bu …

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    How to Create a Healthy Relationship With Money in 6 Steps

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    How to Create a Healthy Relationship With Money in 6 Steps

    When thinking about money – do you feel stressed, tense, controlling, confused, like you have an abundance of it or a lack thereof? If you relate to any of these questions, you have an unhealthy relationship with your money.

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    How to Plan For College and Keep Expenses Down in the Age of the Student Debt Crisis

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    How to Plan For College and Keep Expenses Down in the Age of the Student Debt Crisis

    For most students, experts say it remains financially worth it to go to college, despite rising tuition and opportunity costs in relation to increasing wages for workers holding only a high school diploma. The average rate of return (net gain or loss on college investment across a career) is 14%. 

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