by William Massarweh | Dec 19, 2020 | Business, Investing, Retirement, Wills & Trusts
The Journey of Investing HAPPY HOLIDAYS and HAPPY NEW YEAR! WOW! What a year it’s been. What did we learn in 2020? Life is about people. Life is about money. Life is about good health. Life is about all the above and more. While money is ever-present in our...
by William Massarweh | Nov 23, 2020 | Business, Unexpected Issues
The End of the Handshake “Toto, I’ve got a feeling we’re not in Kansas anymore.” The Wizard of Oz, 1939 One of the primary lessons in life is to be flexible because things do change whether we like it or not. With “social distancing” in full effect,...
by William Massarweh | May 13, 2020 | Business, Inheritance, Legal, Real Estate, Retirement, Tax Planning, Unexpected Issues, Wills & Trusts
You Can’t Fix Real Problems on the Internet Most of the time your internet search only produces sites marketing to sell you stuff. It does not magically take you to a customized solution to your real problem. DEBBIE, A CLIENT’S DAUGHTER, asked me to create...
by William Massarweh | Apr 22, 2020 | Business, Unexpected Issues
Today’s 7-Point Small Business Survival Plan “Show me the money!” Jerry Maguire, 1996 A Cash Flow Crisis For business owners, the Corona crisis means either fewer or zero customers while business and personal expenses continue. It’s a cash flow crisis!...
