Weekly Reports

ABOUT TIME MANAGEMENT: Your calendar should be the last thing you fill, not the first. Time should be building your day from top-down priorities — monthly Goals, weekly Tactics, then daily tasks. ‘Busy’ is not the same as ‘Forward.’ Dennis... Continue

ABOUT ESTATE PLANNING: Most millennials and many adults wrongly ignore the importance of updating Estate planning consistent with life changes – like marriage/ divorce/ births/ deaths/ financial changes – which impact assets and priorities upon personal incapacity or death. Beyond... Continue

A CRITICAL ELEMENT OF EFFECTIVE ESTATE PLANNING involves exit from family businesses. Surveys find over eight-in-ten owners regret having sold within twelve months of the transaction, which stems in most cases from failure to have aligned business realities with personal... Continue

AMONG THE REASONS THAT AMERICAN MARRIAGES CONTINUE TO DECLINE is the cultural shift in how people approach lifelong commitment, especially planning for the possibility and impact of divorce before the marriage has even begun. A big factor is that older... Continue

MOST BUSINESS OWNERS NECESSARILY FOCUS on immediate and near-term priorities, while longer-range goals and objectives remain fuzzy concepts at best. The problem then is that if/when operational or financial difficulties or opportunities arise, the absence of having contemplated strategic direction... Continue