Author: Grant

Review how six major life events can impact your federal return.  Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones you’ll need to tell your tax pro and your advisor about as soon as possible. The former...

How to harness the power of your online footprint to engage current and prospective customers.  Having a strong digital presence is integral to your business’ success. Often, the first move people make when they need a service or hear about a business is to search...

How securities-based lending can help you in the face of disaster.  While operational and technical continuity often take priority in disaster recovery planning, financial resilience is equally important. Too often, organizations overlook how financial stability will...

Strike a balance with your business’ cash management  Managing cash reserves isn’t just about having money on hand. It’s about aligning those balances with your business’s needs. Think about what the right level of liquidity looks like for your business. For example,...

Joint brokerage accounts offer a collaborative approach to investing.  When it comes to investing, you don’t have to do it alone. Whether you’re planning for the future with your spouse, growing wealth with a family member, or expanding your goals alongside a business...

Expanded 529 plan benefits will make it easier to invest in your children or grandchildren’s future.  Giving the gift of education, whether to a child or grandchild, can have a lasting impact. Legislation known as the One Big Beautiful Bill Act, signed in July 2025,...

Equity compensation has proven to be an important consideration for employees, which makes it important to employers as well.  Did you know that in 2021, half of employees under the age of 35 rated equity compensation as “important” when thinking about switching jobs?...

As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.  When Social Security was introduced in 1935, the average 65-year-old received benefits for a lifespan of 12 to 15 years. Today, about a quarter of...