Entrepreneurs are inherently risk takers, it’s part of our DNA. So how should you balance your investment portfolio when you are starting your next venture? Should your investments be balanced differently if you have already scaled your company? There are a lot of nuances in how you should have your money allocated, which are based upon your unique situation.
Founders Finance Blog
The finance blog for founders, entrepreneurs, and startups.
Helping you manage your personal wealth as you take the startup through exit journey.
Tips & insights from fellow entrepreneurs to make Smart & Simple decisions with your money for when you start, scale, and sell your business.
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A Comprehensive List of Midwest Startup Accelerators and 5 Tips for Getting Into One
As an entrepreneur and business owner, I understand that entrepreneurs, especially in the early stages of their business, need access to professional help and money. I wanted to help them find what they need faster. The more I searched for these resources the more I noticed that a l
12 Insurance Questions High Net Worth Families should be asking
Many high net worth families fail to adjust their insurance portfolios to protect their assets as their wealth growths. This is not uncommon as life has a way of getting very busy. A lot of people think once they have an insurance agent who has set up a comprehensive insurance program that
Do you have life goals? I think it is safe to say that you, me, and pretty much everyone else on the planet has life goals. Do you agree? Having something to look forward to, to work towards, gives us purpose and really just makes us feel good. It gives us that drive when we wake up in the morning to go out and do whatever is it we need to do to realize our goals.
What is your business exit plan?
One of the common conversations I have with the people I work with is about their business or startup. How they came up with the idea in the first place. Why they chose to start it in one place versus another. The struggles, losses, and victories they have experienced as they were building. Their vision for the future as they
After saying ‘I do,’ a few ‘TO dos’ may be needed to help make your new venture a success
Business and Family
So, you’re an entrepreneur and you just got married. The ceremony was magical, the honeymoon was fantastic and you’ve successively dotted all the Is and crossed all the Ts on your thank you notes.
Social Security Benefits, Retirement, and the Social Security Administration
What you may not know about our Social Security Administration, and how it can affect your Social Security Benefits and financial future.
As a Financial Advisor with a Certified Financial Planner® Professional designation who has conducted over 5