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...

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...

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...

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...

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...

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...

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...

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...