Value Growth Institute

Value Growth Institute Succession & Retirement Planning, Part-time CFO

My husband TC and I were in San Francisco two years ago. I was on a business trip, TC visited friends and families. One ...
06/28/2020

My husband TC and I were in San Francisco two years ago. I was on a business trip, TC visited friends and families. One night after our dinner, we went to the Mall for a walk. We found this robot that asked my husband if he’d like to learn how to dance. TC hesitated but the robot started to show some dance moves with a song. [ 1,034 more word ]

Automating financial advising in some areas cannot compete with good old-fashioned family role models and learning from examples.

Chia-Li Chien, PhD, CFP®, PMP®, May 13, 2019 My father-in-law retired in the late 1980s when he exited his successful re...
06/28/2020

Chia-Li Chien, PhD, CFP®, PMP®, May 13, 2019 My father-in-law retired in the late 1980s when he exited his successful restaurant business. In a Chinese American family, a daughter-in-law like myself only gets to listen to stories but not to express my opinions. He was one of four partners in this premier restaurant. In its heyday, celebrities and politicians such as governors dined there. [ 1,380 more word ]

Redoing your exit from your financial planning practice will not be necessary if you employ the proper planning steps, keeping your eye on your business model, succession payout options, timing, an…

Chia-Li Chien, PhD, CFP®, PMP®, March 23, 2020 Small businesses in business sectors not deemed critical during the Coron...
06/28/2020

Chia-Li Chien, PhD, CFP®, PMP®, March 23, 2020 Small businesses in business sectors not deemed critical during the Coronavirus health and economic crisis are suffering heavily from mandated closures. Many states, including California, identified a list of critical sectors to remain operational during the Coronavirus (COVID-19), while the rest of us need to work from home or close the business until further notice. [ 795 more words ]

During the Coronavirus crisis, small businesses and private nonprofits without standby working capital should consider disaster loan assistance from the U.S. Small Business Administration.

PERSONAL DOCUMENTS: Will – Client Will – Spouse Trust Documents (as Grantor or Beneficiary) Personal Financial Statement...
03/30/2020

PERSONAL DOCUMENTS: Will – Client Will – Spouse Trust Documents (as Grantor or Beneficiary) Personal Financial Statement Monthly or Quarterly Investment Reports or Statements Investment Listing Life Insurance Policies & current statement of values, if available Disability Insurance Policies & current statements, if any Accident & Health Insurance Policies Form 1040 Income Tax Returns (most recent 3 years), including Form K-1… [ 294 more words ]

PERSONAL DOCUMENTS: Will – Client Will – Spouse Trust Documents (as Grantor or Beneficiary) Personal Financial Statement Monthly or Quarterly Investment Reports or Statements Investment Listing Lif…

by Chia-Li Chien, PhD, CFP®, PMP®, March 23, 2020 Small businesses in business sectors not deemed critical during the Co...
03/23/2020

by Chia-Li Chien, PhD, CFP®, PMP®, March 23, 2020 Small businesses in business sectors not deemed critical during the Coronavirus health and economic crisis are suffering heavily from mandated closures. Many states, including California, identified a list of critical sectors to remain operational during the Coronavirus (COVID-19), while the rest of us need to work from home or close the business until further notice. [ 795 more words ]

by Chia-Li Chien, PhD, CFP®, PMP®, March 23, 2020 Small businesses in business sectors not deemed critical during the Coronavirus health and economic crisis are suffering heavily from mandated clos…

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