Articles Written by Linda Jensen
WHY WORKING WITH A FIDUCIARY MATTERS
When most people seek financial advice, they assume the person sitting across the table is legally required to act in their best interest. But that assumption is often wrong. Not every financial advisor is a fiduciary—and that [...]
Why an Intentional Exit Strategy is Critical for Business Owners
An exit planning strategy is designed to be a critical tool for business owners who want to seek to protect what they have built, help secure their financial future, and retain control over how—and when—they transition out [...]
Exit Planning — Systems, Value, and Transferability
Exit planning is not about an exit date. It’s about seeking to build business that someone else would actually want to buy. The reality is stark: approximately 80% of businesses never sell, and nearly 50% of exits [...]
Defined Benefit Plan Strategy
If you’re a successful business owner, there’s a question I frequently ask: Are you keeping as much of your income as possible—or could you be sending too much of it to the IRS? There is a powerful, [...]
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Articles Featuring Linda Jensen
Three Expensive Purchases That Retirees Say They Regret
Your home is likely your largest single asset and your mortgage your largest single debt. Don’t make hasty or uninformed decisions about them. Watch out for these mortgage mistakes that cost retirees thousands, perhaps even cracking your nest egg. Also [...]
I’m a Loan Officer: Here Are 4 Mortgage Mistakes Retirees Make That Cost Them Thousands
Your home is likely your largest single asset and your mortgage your largest single debt. Don’t make hasty or uninformed decisions about them. Watch out for these mortgage mistakes that cost retirees thousands, perhaps even cracking your nest egg. Also [...]
5 Invisible Everyday Items That Are Blowing Your Budget
Sure, it stings when you get a $2,500 car repair bill from the mechanic. But what about those insidious “invisible” expenses that take tiny bites out of your budget every month? Weed out these silent budget killers [...]
The Typical 401(k) Contribution Rate From Workers vs. The Recommended Rate
The more you save for retirement — especially while you’re younger — the faster you’ll become “work optional” and the more comfortable your retirement will be. Of course, some workers save more aggressively than others. How does [...]
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