When you subscribe to our blog, you will automatically be notified via email when new blog articles are posted. This makes it easy to stay informed.

Our Latest Blog Entries

3 Things You Can Do To Improve Your Money Skills - Wealth Management

Wednesday, Feb 22, 2012

People are over leveraged or can’t pay their mortgages, credit card debt is out of control, and many just owe too much money. These are all problems that relate to having poor money skills. Our schools don’t teach our children anything about money skills. As parents we often don’t do much teaching in this area either. Click here to go to our...Read More

Are Business Succession Planning and Exit Planning Different?

Tuesday, Feb 21, 2012

I was recently at a conference where after I told people what I did they kept referring my work to business succession planning. I kept correcting them to say that I did business exit planning as part of my work. Click here for your report on The 7 Steps of Leaving Your Business in Style After this happened five or six times I realized that most of the world either...Read More

Scarcity is Silly – Wealth

Monday, Feb 20, 2012

We spend too much time thinking that there is not enough in the world. At least in the US, scarcity seems like a silly concept. We live in a land of abundance. Click here to go to our information resource center When we live with a scarcity process in our life we tend to shut out good things that could happen. We often will act as if there isn’t enough and...Read More

Why Are Synergy And Collaboration Dirty Words?

Friday, Feb 17, 2012

I’ve been thinking about collaboration and synergy for the past couple of months. It seems that both words are misused on a regular basis. Because they’re misused they have taken on a negative meaning with many. We see words that could be good be coopted by those who like to speak in jargon. Once a word moves into the world of jargon it takes on a life of...Read More

Feeling Down? Find A Touchstone – Wealth Management

Thursday, Feb 16, 2012

Are you feeling down? Do you feel that the world is getting away from you? Then it’s time to find a touchstone and remember when things were better. A touchstone is a reminder: It could be a word, it could be a physical action, or it could be something you can hold or see. Whatever it is, it’s an anchor of when you were at your best. Your touchstone...Read More

DISCLOSURE: Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC. Stage 2 Planning Partners and NFPSI are not affiliated.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.