Math and education – these are the explanation and the solution to the shirtsleeves-to-shirtsleeves family business problem. Three generations is far too soon for a family to go from being…
Tag: financial plan
Investments: A Piece of Your Overall Financial Plan
What are the investments? An investment is something purchased with the aim of increasing its value or earning interest on it over time. The money you use for the purchase…
Investments: A Piece of Your Overall Financial Plan
What are investments? An investment is something purchased with the aim of increasing its value or earning interest on it over time. The money you use for the purchase is…
How to Avoid Going from Shirtsleeves to Shirtsleeves in Three Generations
Math and education – these are the explanation and the solution to the shirtsleeves-to-shirtsleeves family business problem. Three generations is far too soon for a family to go from being…
Income vs. Cash Flow
Income vs Cash Flow in Retirement What is the difference between income and cash flow? Cash flow and income are not the same thing, although people sometimes use the terms…
CPA Magazine article: The secrets to his success
Although coming from modest beginnings, Michael Lee-Chin has learned a thing or two about building wealth — and also how to weather a financial storm. Michael Lee-Chin shouldn’t have been…