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Los Angeles Business Planning

The Business Case for Open Book Management

What if there was a way for you to get your employees truly invested in helping your company earn a profit and achieve its key goals? You’d...
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Financial Accounting: Don't Reinvent the Wheel When Accounting for Your Business' Future

It has been said that the only thing that’s constant is change, and if you’ve been in business for any length of time, you know how...
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A New Year's Resolution: Five Small Business Mistakes to Avoid in 2010

The past couple of years have been an especially challenging time for most business owners as they’ve struggled to maintain sales and...
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Eight Key Budgeting Tips

Most companies don’t use budgets to help them meet profit goals. Why? Well, most owners and CEOs reason that the effort required to learn how...
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Why you should create a business plan

We all nod knowingly when anyone talks about the importance of vision, mission and business planning—and then most of us go back to what we...
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Financial Planning 101: The value of creating relationships

This past Friday I was so fortunate to spend a couple hours with some of my favorite clients. It was a joy to finally have some good news on the...
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Insurance 101: Variable insurance—what is it?

The third type of insurance is called variable insurance. Its technical term is “variable universal life” or “VUL”...
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Insurance 101: Why permanent insurance could be right for you

Next we'll talk about permanent insurance, the insurance that lasts as long as you do providing you continue to pay the premiums. There are two...
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Insurance 101: What types of life insurance are there?

You can become very confused when shopping for life insurance if you're not familiar how the types of insurance policies differ from one another....
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Life Insurance and estate planning strategies

Creating an inheritance is another strategy requirig life insurance. Again, for those with the means, an insurance policy’s death benefit can...
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