Weekly Reports Archive

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