I spoke recently about Finding, not Killing , the next big thing. That post was the ‘why killing a deal is wrong’ which is pretty obvious… this post is intended to help people on the path to finding the next big thing, without blowing it up. Though one of the hardest parts is towards the […]
Archives for May 2014
Identifying Risk and Exposure within your Miles and Points Accounts
I’m currently working on a project for my CFP exam where I take a High Net Worth couple with some risk factors, and craft a strategy that keeps their money in their pockets and out of the IRS. The goal of such financial planning is to evaluate asset allocation and titling and to shift things […]