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3 Keys to Building Wealth

3 Keys to Building Wealth




Building true wealth might seem elusive, considering that many of us, who very recently were sitting on large 401k plans and high home equity values, now feel unprepared for retirement. However, wealth creation is still a process grounded in well-established and understandable principles and practices that are the keys to building wealth.

The One Sure-Fire Way to Know the Best Time to Sell Your Business

When is the best time to sell your business?


In a recent article for Inc. Magazine, 5 Numbers That Can Predict the Perfect Time to Sell Your Company, John Warrillow makes the point that using external, or macroeconomic conditions to gauge the optimal timing of the sale of your business may be a mistake, and he proposes improving five internal metrics in order to maximize the value of your business.

I believe that this article is very valuable not only in terms of helping to determine the optimal time to sell your business, but also to help improve the overall value of your business.

Women and Wealth

lipstick for Professional Women Finance



Many successful women are creating substantial wealth - however some of them will end up poor.


Women control a great deal of wealth in this country. The dilemma is that many women earn, manage, and receive this wealth, yet, same as men, they need help in establishing clear expectations and strategies for the future.


Identity Safe: A Toolkit to Protect Your Financial Life

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3 Reasons Why Retirement Planning is Different for Women

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by Keith Klein


This isn't our Mother and Grandmother’s retirement anymore. Just a few years ago, many women enjoyed the full benefits of the “three-legged stool” of retirement: guaranteed pension payments, savings, and Social Security payments. Today, that stool is barely standing. Women are especially challenged by the changing landscape of retirement.


Here are the top three ways:

[Audio File] Financial Planning Advice for Parents

Keith Klein offers high quality investment and wealth management tips for parents as he joins Heather Wagenhals, Executive Producer and host of on Libsyn’s Popular Money Show and Season 19 Running with Scissors.

Nest Eggs Cracked For Business Start-Ups

Nest Eggs.jpgby Karen Demasters

More entrepreneurs are turning to their retirement savings for the start-up funds they need to start new businesses, say advisors and facilitators who deal in this market.

A self-directed 401(k) can be used to start any enterprise that qualifies as a business under the IRS code, notes William R. Seagraves, CEO and president of Catchfire Funding in Denver.

“My clients are like myself, they are serial entrepreneurs who want to jump out of the corporate track,” says Seagraves. Catchfire Funding helps arrange the self-directed 401(k) plans for businesses financing.

The trend comes at a time when the U.S. Small Business Administration has cut back on loans, although Seagraves and others say it is too early to tell if the two trends are connected.

6 Signs You're Behind the Financial Times

dinosaur-17.jpgby Maryalene Laponsie | Money Rates Columnist

Originally published on

There's a lot to be said for tried and true financial practices. However, many of the money habits of your youth may have outlived their usefulness by now.

If any of the following statements ring true for you, it may be time to seek easier, more convenient or more profitable ways to manage your money. Here are six signs you're behind the financial times -- and why you might want to catch up.

Organizing: Review Your Budget

[Infographic] Save or Shred?

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