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Several years ago, a friend and an owner of a professional practice asked me to help him run his firm like a "real business." As it turned out (and much to my surprise), I had the temperament and skills to think strategically, lead a team with fortitude, and relentlessly execute a plan with laser focus. I was a natural executive.
My success in that role led me to a project with another firm, and then another, and so on. Thus began my life as an accidental executive and business consultant.
My success in that role led me to a project with another firm, and then another, and so on. Thus began my life as an accidental executive and business consultant.
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If you had a $2,000,000 nest egg, would it be enough to last through your retirement years?
The answer can depend on... when you retire.
The answer can depend on... when you retire.
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Fall is in the air, and this is the time of year you might wonder... will it be tricks or treats for the markets during this autumn season? Only time will tell and, as usual, but there are reasons aplenty for both Bull and Bear to make their case.
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To our friends who are tax and estate planning professionals, we hope you are doing well – and enjoying the fall weather. I attended an in-person breakfast event yesterday hosted by East King County Estate Planning Council. It was great to see old faces and catch up in person. Oh, and the speaker was excellent, too. Craig Janes of Deloitte gave us a federal tax update with humor and wisdom. I got a lot out of it, and I bet you would have, too. (Let me know if you’re interested in attending future meetings. You can invite yourself as my guest.) Since a recording of Mr. Janes’s informative and entertaining talk isn’t available, I thought I’d do the next best thing and share a few tax-related articles you might find interesting.
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If you’re in your 20s or 30s, you might feel you’re too young to plan for retirement. Especially if you're single.
Or, at least you feel young enough to not worry about it too much.
Or, at least you feel young enough to not worry about it too much.
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If you are nearing 60, it’s a good idea to start thinking about Social Security benefits. Maybe you have a few decades to go before reaching 60, but your parents may be close to that milestone. If so, then read on. You’ll pick up a few ideas here. Your parents will be proud.
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Are you a Six Million Dollar Man/Woman?
Of course, I’m referring to the wildly popular sci-fi TV show from the 70s, The Six Million Dollar Man. Remember the show? No? Never heard of it? Okay, never mind.
Of course, I’m referring to the wildly popular sci-fi TV show from the 70s, The Six Million Dollar Man. Remember the show? No? Never heard of it? Okay, never mind.
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Do you want to grow your $1 to $1,000,000,000 in 31 days?
(That’s 1 billion with a B.)
How? Easy. You just have to double your money every day for 31 days.
(That’s 1 billion with a B.)
How? Easy. You just have to double your money every day for 31 days.
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It’s summer, the masks are mostly off, the economy is growing, and the sun is shining. Some of you might not remember Jackie Gleason’s line but somehow it seems fitting right about now. How sweet it is!
