This is the season of anticipation. Last week I talked about the unusual temporal turducken we just experienced. We, like that dish of a chicken nested in a duck nested... read more →
Why do so many business owners and financial planners have such a hard time developing an exit plan? I believe one terrorist plaguing both of them—all of us, really—needs to... read more →
"Listen to people in their 80s," she said. "They've stared just across the street at death for a decade. They know what's important in life." -Patricia Lyons Simon Newman via ... read more →
…those who [achieve extraordinary results] lift their circumstances up to the level of their dreams through awareness, responsibility and communication; others lower their dreams to fit their circumstances. (Living an... read more →
Upcoming STAR-Denver Event "Making More Money? or Who's on First?" May 15, 2015 Lunch Meeting by Jon Hokama. Click Here to RSVP. Business owners may feel that the prospect of... read more →
Last week, I began to explore five beacons to guide us in the Present while planning for 2015 and aligning to our Finish Line. Although I first learned of these... read more →
This free offering is so valuable, I wanted to give you another chance to learn more. If you’ve already read this, review my April 23 post HERE to prepare for... read more →
This week's post is co-authored by Kevin Condon, an associate of JHA. Please see his bio below. When one buys or sells a firm, there are a number of key... read more →
Save the Dates! Resources for Your Small Business/Financial Advisory Firm on April 5th & 9th Q. What are You Presenting at Money Smart Week Colorado? A. I have found the... read more →
Co-authored by Jon Hokama & Kevin Condon Some of you may wonder, “I’m a CFP/wealth manager who’s thinking of acquiring (or selling) my practice. How, exactly, can Jon Hokama and... read more →