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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Wednesday, May 1, 2024

Running a business is one of the most fulfilling things you’ll likely ever do. Despite the time and money it costs you, you dedicate everything you have to position it to be successful. With all the effort you pour into your business,...

Wednesday, April 17, 2024

A major point of pride for successful business owners is how hard they worked to achieve their success. A common myth is that smaller, less complex businesses aren’t cut out for Exit Planning or that it’s too expensive. But as the...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the...

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Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Friday, March 8, 2024

"The best-laid schemes of mice and men gang aft agley." -Robert Burns  What should you do if a plan you made isn't working out? Let's look at how Exit Planning can position business owners to successfully adjust to changing...

Wednesday, February 21, 2024

All business owners eventually exit their businesses, by choice, death, or otherwise—no matter how successful, powerful, or high growth they are. And like building a successful business, a successful business exit is often the...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Thursday, January 25, 2024

Planning for a successful future can seem overwhelming. Where do you start? How do you make time? Which questions should you ask? Today, we'll present a process that can help you organize your thoughts and put you on a path toward a...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Wednesday, January 10, 2024

As a business owner, is it a good idea to hire a "professional president" to keep various managers focused? Today, we'll present some potential benefits of a professional company president.  Shepherding Success  Successful...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Thursday, December 28, 2023

"How hard can planning my exit really be? I already made it valuable, so all I need to do is find someone to buy it for what I want, right?"  If you've ever watched a professional football game, you might be familiar with the...

Monday, December 18, 2023

Many business owners eventually reach a crossroads where their families want them to slow down and take it easy, even if they aren't ready to. This can be even more challenging if, as one business owner put it, you "feel more...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Thursday, November 30, 2023

For many business owners, the business is more than a means to make money—it's a part of their identity and a link to the past. This can make the idea of leaving it, and committing to the planning required to leave it...

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Wednesday, November 8, 2023

Yeah, I'm the taxman. And you're working for no one but me. -George Harrison  Selling your business comes with major tax implications. You likely don't want to pay any more than the minimum in taxes when you sell. With planning,...

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...

Thursday, October 19, 2023

Business owners are used to having control. But some things are uncontrollable, and without a plan, those uncontrollable things can create negative consequences that reverberate.   Consider the story of a fictional but...

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Tuesday, August 22, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

Wednesday, August 16, 2023

Running a successful business that generates wealth is incredibly satisfying. If there's a downside to it, it's that much of that wealth is generally illiquid, unless you sell the business or invest outside of your business. ...

Thursday, August 3, 2023

A big part of being a successful business owner is your ability to ask questions. This innate curiosity allows your business to thrive, adjust, and evolve. It's also a good way to begin planning for a successful future outside the...

Wednesday, July 19, 2023

When you co-own a business, you likely don’t go into it thinking, “One day, we may loathe each other.” But over time, goals, ambitions, and the economy itself can change, creating strife among co-owners. And it...

Thursday, July 6, 2023

Planning for a successful future can seem like an event—a thing you do in the course of business. However, in many cases, this planning is much more like a relationship: with your loved ones who rely on you, with your employees,...

Thursday, June 22, 2023

A common tragedy for business owners is facing a life-changing event, such as a sudden death or illness that devastates the business, without a plan. While these events may seem uncontrollable in the moment, the good news is that with...

Wednesday, June 7, 2023

One of the biggest changes your business will inevitably experience is a transfer of responsibilities. Transferring important responsibilities to someone else can be exciting and nerve-wracking. Whether you’re transferring...

Thursday, May 18, 2023

Many successful business owners are successful because they think about things differently than most people. Others may recognize your personal brilliance and say to themselves, “I wish I could understand how she does it...

Wednesday, May 3, 2023

As a successful business owner, the people closest to you likely rely heavily on you. They may also have expectations regarding your wealth. Your plans for how you’ll disperse your wealth, and the expectations others may have,...

Wednesday, April 19, 2023

Next-level managers are an integral part of planning for a successful future. They can come from inside or outside of the company, and you often have a choice about where you find them.Many business owners want to install next-level...

Thursday, April 6, 2023

The death of a co-owner is a tragedy for many reasons. For many co-owned businesses, co-owners are also close friends. What makes the suffering worse is when the death of a co-owner hurts the business in the months and years after the...

Monday, March 13, 2023

Why You Shouldn’t Do EverythingWhen you started your business, you might have done a lot of the heavy lifting alone. It’s something to be proud of. As businesses grow, they tend to become more complex. Many business...

Monday, November 8, 2021

As a successful business owner, you know how important asset protection is. However, many business owners look past an important question when protecting their assets: “Why am I doing this?” A cursory glance at that...