In 2020 the baby boomers have the assets of America. The flower children of the 60s are now the power seniors in their 60s. The vast majority of financial professionals want to do business with the boomers. They may very well be the richest demographic that ever lived in the U.S. Their 401(k)s are stuffed with stocks, bonds, ETFs, Mutual … [Read More...]
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For whatever reason you have a partner(s). Shockingly, most business people fail to do due diligence on their partners before the join their individual practices into one firm. Personal finances of a partner(s) are just as important as their business holdings. Their liabilities both personal and corporate could impact you piece of the … [Read More...]