By Brian Bloxom, ChFEBCSM What does it mean to be financially successful? If you ask Warren Buffet, he says: “I measure success by how many people love me,” but if you ask Jeff Bezos, he says to be successful, “You must create more than you consume.” While there is no single …
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How to Transfer Wealth to the Next Generation
By Brian Bloxom, ChFEBCSM Have you considered what will happen to the wealth you’ve built once it passes to the next generation? Legacy means different things to different people, but from a financial perspective, it often comes down to how assets are transferred and whether they continue to …
Exit Your Business on Your Terms: A Guide for Entrepreneurs
By Brian Bloxom, ChFEBCSM Running a business takes so much focus that planning how you’ll eventually leave it often gets pushed to the bottom of the list. After all, when you’re busy running the day-to-day, planning an exit can feel premature or even uncomfortable. The surprising truth: …