Blog

Helping Aging Parents Manage Their Personal Finances

With increased longevity in the U.S. population, many retirees may find themselves in the position of helping elderly parents or relatives to manage their finances. If you have an aging parent or relative in need of assistance, consider the following information.

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Converting Cold Calls into New Clients

Some entrepreneurs who have tried cold calling in the past refuse to try again because of the high frustration levels. But as in learning any skill, practice can make you a better cold caller. Trial and error can help you discover what approaches work best for you. If you are reluctant, consider hiring a professional agency to make cold calls ...

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Cultivating a “Small Business Edge”

When successful small businesses attempt to expand too rapidly, they can fail. Slow, steady growth can help a company retain its uniqueness, responsiveness, and creativity. By cultivating a small business edge, you can find your niche in the marketplace, create the potential for growth, and build a solid foundation for sustainability.

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5 Avoidable Mistakes in the Will You Write

I do not suggest drafting your own will, because what you create is sometimes worse than nothing at all. However, I appreciate that some people sometimes want to take a shot at directing their estate's destiny. If you are one of these people, take note of these five suggestions before executing your document.

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A Business by Any Other Name may be a “Hobby”

Mike Harris is the proud owner of a deep-sea fishing boat. Although fishing for tuna and swordfish isn’t his primary line of work, he takes the “Mariner’s Mermaid” out most weekends and often sells his catch. Although Mike considers fishing a sideline occupation, the Internal Revenue Service (IRS) may or may not agree with him. What Mike considers a bona ...

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Why Plan Your Estate?

The careful planning of an estate requires a great deal of expertise. If you surround yourself with a professional, supportive team as you begin the process, working through its many stages and adjusting your plans over time will assure you—and those you love—that the future will be secure for all.

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