Protect what you built with the right policy and a contingency plan. From tornados and floods to hurricanes and earthquakes, natural disasters happen. You can’t stop them, but you can be prepared to protect your business. There’s a chance your business could face...
Author: Carrie
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle. Most of us associate 529 accounts with college savings. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of...
Protecting your intellectual property in a sea of ideas
Intellectual property insurance may help you enforce your rights. While the basic principles of intellectual property rights are simple, the entire realm of U.S. intellectual property law reflects the complexities and nuances of our world. Considerations include...
Launching a financial future
Share these fundamental concepts with young emerging investors. We celebrate our lives in milestones. Ages and stages. Once we hit that thrilling number 18 signifying that we’re officially adults, the amount of freedom we feel becomes commensurate with the...
Embarking on an encore career as an entrepreneur
Starting a business in retirement. Working in retirement might seem like a paradox. But it can help to provide a myriad of benefits, a potential cushioning to your savings only be one of them. If you start your own business, you have the flexibility to create your...
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about. Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of...
A winning benefits package can set your business apart
Offering prospective employees the right benefits can help boost your firm’s appeal. To stay competitive, your business needs to maintain a vibrant culture and impressive benefits – and that includes offering a retirement savings plan. According to survey data, 85% of...
March 2024 – Newsletter
March 2024 - NewsletterLuxury, Status, and Performance - The New Lure of Electric VehiclesTraditionally, electric car buyers have been primarily drawn to their eco-friendly attributes. However, others are enticed by the prestige and luxury they offer. For them, owning...
Electric Vehicles Pull Out All the Stops to Attract Drivers
The appeal of electric vehicles is more than just low emissions—it’s higher horsepower, too. Years ago, the manufacturing and marketing of green products was mostly about higher purpose, with less emphasis on design, performance, and emotional connection. Perhaps...
Making long-term care decisions – Questions to consider as you plan
The best time to make long-term care decisions is long before you need it. But people often put those decisions off because needing long-term-care is an uncomfortable reality to confront. Even if you feel like it’s not time yet, putting some thought (and even action)...
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