Barry FisherMay 182 minAre You Ready for The Journey?Recently Edward Jones and Age Wave authored a report entitled Longevity and the New Journey of Retirement. I’ve been following Ken...
Barry FisherMay 112 minWhat Do SBA Loans & Life Insurance Have in Common?If you’ve ever applied and been approved for an SBA loan, you probably know the answer to this question. Generally speaking, the Small...
Barry FisherApr 152 minDid You Know That May is Lifestyle Awareness Month?For most people their lifestyle is a function of what they earn for a living. Everything from where you live, the car you drive, the...
Barry FisherMar 112 minDon’t Let Conventional Wisdom Derail Your Financial PlanFor decades conventional wisdom has leaned heavily toward the notion of making maximum pre-tax contributions to qualified plans (ex....
Barry FisherFeb 143 minStretching-It Out May Not Be Your Best Retirement Income Spend-Down StrategyPrior to December 20, 2019, a very common retirement spend-down/wealth transfer method was to defer and minimize distributions (called a...
Barry FisherJan 232 minWhat’s Your Wealth Creation Strategy?As noted in my December 27, 2021 blog, 78% of business owners plan to fund their retirement through the sale of their business. ...
Barry FisherJan 63 minSupercharge Your Long-Term Care Plan and Protect Against InflationWhen it comes to long-term care planning, some folks choose to set aside substantial sums of cash in a “safe-money-sinking-fund” (CD’s,...
Barry FisherDec 27, 20212 minHow Does the Value of Your Business Tie-Into Your Overall Financial Plan?Currently, 78% of business owners plan to fund their retirement through the sale of their business. So, if you don’t know its value, how...
Barry FisherDec 20, 20212 minIs Your Business Worth More Than You Think?Many business owners I work with consistently underestimate the true value of their business. This is because they don’t always perceive...
Barry FisherSep 8, 20211 minSuccession Planning for Family-Owned BusinessesAs a follow-up to my August 23rd Blog I want to share some thoughts that are unique to family-owned businesses and succession planning. ...
Barry FisherAug 23, 20212 minAsking Tough QuestionsWhy is it that one of the easiest ways to protect your business and family is often overlooked until after it’s too late? Succession...
Barry FisherMay 11, 20212 minDemocratizing Business ValuationHave you ever gone to Zillow to get an idea of what your home may be worth? How about Kelley Blue Book when buying or selling a car? Fact...
Barry FisherApr 11, 20212 minWhat's Your Business Really Worth?Why is it that only 2% of small business owners know the value of their business? Traditional business valuation wasn’t built with the...
Barry FisherMar 17, 20212 minJust In Case You Wanted to Know .....Does the Central Coast really need another insurance agency? Like you, I hear advertising where one can find auto, homeowners, renters,...