BOSS Business Journal

The Planning Process Concentrate on clarifying your vision and beliefs. Identify specific strategies that will be implemented to achieve desired outcomes. Establish clear, measurable, and quantifiable three-year goals alongside one-year objectives. Identify and address high-priority obstacles and challenges that impede progress toward your...

by L. Carlos Lara Editor’s Note: This article was first published in July 2018, but is still relevant because “The source of inflationism can be politically varied, but certainly the mechanical instrument for setting it in motion rests solely with the...

by L. Carlos Lara The average American citizen simply wants to be able to live a peaceful life, be financially secure and debt free. Why then, do so many of us fail to attain this noble goal and 98% suffer...

The Santa Claus Principle

It is common for financial professionals to go through challenging times. I know that in my career I have had struggles with staying focused and have a clear direction. I always felt like there was a better way to...

New finds this week __ by Brent White “This was a very significant week, being that it was the first time our complete planning team was able to address everyone as a group. I feel like our representatives got a firsthand...

MistakeFind the mistakeFix the mistakeAvoid the mistake1. You haven't updated your plan document within the past few years to reflect recent law changes.For older items, review the annual cumulative list to see if the plan has all required law changes. Starting...

Suzanne White is the CEO of BOSS Insurance Group.

Currently in the financial planning space, there are many tools for individuals that want to work with a traditional Financial Advisor. I have had the pleasure of using many different versions of these tools that do a lot of...

March 6, 2024|8 min read Having a business exit strategy means planning for the unexpected – financial hardship, health challenges and even death. It also means having a plan for the transfer of ownership of your business when it comes...