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Blog

Paolo Quiroga | Apr 2, 2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

Investments
Finance
Risk Management

It rarely starts calmly.

A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.

And

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Paolo Quiroga | Apr 1, 2026

A Successful Exit Isn’t a Transaction - It’s a Transition

Many business owners treat selling as a single milestone.

In reality, it’s a multi-year evolution that touches:

 

  • Income planning
  • Personal financial structure
  • Valuat
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Paolo Quiroga | Mar 27, 2026

Life After the Exit: The Part Most Owners Don’t Plan For

The deal closes.

The wire hits.

And then… silence.

For many entrepreneurs, the hardest part of selling isn’t negotiation - it’s identity.

Your business was more

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Paolo Quiroga | Mar 26, 2026

Exit Planning and Taxes: Why Timing Changes Everything

When most business owners think about selling, they focus on valuation.

Few focus early enough on what they’ll actually keep.

Taxes can materially change the

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Paolo Quiroga | Mar 26, 2026

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Paolo Quiroga | Mar 23, 2026

Most Owners Overestimate Their Business Value - Here's a Better Way to Think About It

Ask a business owner what their company is worth, and you’ll usually hear a confident number.

Ask a buyer, and you’ll often hear a very different one.

The gap

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Paolo Quiroga | Mar 19, 2026

Why Personal Financial Planning Should Happen Before You Sell Your Business

Most business owners assume financial planning becomes important after they sell.

In reality, the quality of the exit is often determined well before the deal -

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Paolo Quiroga | Mar 12, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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Paolo Quiroga | Mar 5, 2026

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Paolo Quiroga | Feb 26, 2026

Your Exit Starts With a Number: Understanding Your Retirement Income Needs

Most business owners think about selling their company in terms of valuation.

“How much could I get for the business?”

“What multiple would buyers pay?”

“What

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Paolo Quiroga | Feb 26, 2026

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Paolo Quiroga | Feb 19, 2026

Staying the Course in Volatile Times: when the headlines get loud

Finance
If your phone notifications have felt louder than usual lately, you’re not imagining it.
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Paolo Quiroga is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Florida, Georgia, Hawaii, Idaho, Kansas, Kentucky, Missouri, North Carolina, Nevada, New York, Oregon, Texas, Utah, Virginia, and Washington. Check the background of this investment professional on FINRA's Broker Check

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