Eventually, you'll leave your small business. As you plan, here are four questions your need to be asking.
Too often, our will/estate plan is written, then forgotten. Yet this should be a "living document;" something that is written, reviewed, and ... when necessary ... revised to reflect any changes that come up.
As a business owner, you understand metrics; what to measure and when to do so. Here's what you need to measure to keep your personal finances on track.
This past week I received a "robo-call" from 503-597-0572. Claiming to be from Amazon, the "voice" warned me of suspicious activity on my Amazon account. After pressing "1" the call was forwarded to someone who told me he would like to get the charge ($349 for an iPhone) cancelled. I hung-up, reported the call to Amazon and discovered there was no such charge on my account. I also received the following information telling how Amazon handles such matters. I hope by making this available it will prove to be helpful. - Paul
Investment advice offered through IPI Wealth Management, Inc. 226 W. Eldorado St. Decatur, IL 65222. PHONE: 217-425-6340. Clearstone Wealth Management is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
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