Retirement Plans and Estate Planning

Jack Prot

Retirement plans (i.e., pension plans, 401(k) plans, employer established IRA plans, etc.) account for the majority of assets held by most Americans. Plans which meet certain legal requirements set forth under the federal ERISA law enjoy favorable tax treatment in order to promote growth and provide a comfortable retirement for […]

Studying CIMA in Sri Lanka

Jack Prot

The Chartered Institute of Management Accountants is located in the UK and specializes in offering training and qualification in management accountancy and other related subjects, with an emphasis on developing the profession of management accounting in the UK and worldwide. CIMA is perceived as the largest and the most relevant […]

The Three F’s of Leadership

Jack Prot

There comes a point in every relationship, organization, business, and related activity when leaders must lead. The various teams have done their designing. The committees have reviewed it. Management has approved it. Now, it is time for leaders to take control and execute it. This is true whether we are […]

Widow’s Estate Planning Nightmare

Jack Prot

A man I know died leaving an elderly widow behind. The husband had paid all the bills, kept all the accounts, planned for retirement, and done everything related to the financial dealings of the couple. This couple had lived through the depression, and the husband didn’t trust banks. He had […]

The Three “B’s” of Leadership Success

Jack Prot

The three B’s of Leadership are traits that come from within. They can be developed over time, but are inherent within each of us. The number one “B” is Buoyancy. Having buoyancy means being resilient. You need to be one who has a light heart; is encouraging; unsinkable and uplifting. […]

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