Many investors have a problem with their scattered finances… an IRA here, 401(k) there, trust account, savings account, bank CD, insurance policy, and not to mention a slew of other spouse accounts. Is there any cohesive strategy behind...
When considering the valuation of professional practices, especially smaller practices, whether dental, legal, medical, accounting, psychiatric, or other, much of the “value” of the business is in the form of personal goodwill.
The emotional dysfunction that destroyed the marriage should not turn a difficult process into a nightmare. There is no panacea. But the process can be tamed through planning, self-work and maintenance of hope.
There is the portion of life that the majority of us will experience after the retirement years called eldercare. Very few people plan for this part of their life.
Bernie Madoff, Allen Stanford and other investment scam artists took advantage of victims who often failed to conduct adequate financial due diligence about these faux financial managers.