Day: May 20, 2024

Michael Opp discusses properly diversifying a portfolio. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-their-unique-approach-to-portfolio-diversification/  Michael Opp highlights the importance of properly diversifying and managing risk. Michael discusses the need to have a portion of the portfolio that is considered “must money” – money that cannot afford to be lost. This money should be invested in assets that offer guaranteed rates of return and minimal risk. On the other hand, there is a portion of the portfolio that can tolerate some level of risk in exchange for…

Stephen Ng discusses long-term care considerations: maximizing retirement wealth and security. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-understanding-long-term-care-to-leverage-retirement-wealth/ Long-term care insurance is often viewed as expensive, but there are ways to structure it to make it more affordable. One strategy is to consider options with riders that provide additional benefits if long-term care is not needed. For example, with a fixed annuity or a life insurance policy with a long-term care rider, any unused funds can be passed on to beneficiaries, unlike a pure long-term care…

An Exit Planning Service is designed to empower entrepreneurs and business owners to prepare for the sale or transition of their businesses strategically. This tailored service maximizes company value and ensures a seamless transition, whether for retirement, sale, or succession planning. In today’s rapidly evolving business environment, exit planning has become an essential part of a successful business strategy, yet it remains an often-overlooked aspect of business ownership. Linda Jensen addresses this gap by offering comprehensive support, including valuation enhancement, financial analysis, strategic planning, and more, all customized to meet…