It turns out that no matter what stage of business you are at, it’s never too early to think about succession planning. For most business owners, especially entrepreneurs who have founded their business, the word succession is inextricably linked with retirement. For...
Help safeguard your assets from a beneficiary’s divorce
How a careful and intentional trust will help ensure your intentions are upheld. Smart estate planning doesn’t just take into account what you’ll pass down to your heirs, but how you’ll do it. There are numerous ways to make the transfer, and some offer more...
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. If you receive a refund So, you worked diligently...
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles. If giving is in your heart, charitable planning vehicles have likely been a topic of conversation with your advisor. There are a variety of options, and each has its own benefits, from tax advantages to grant...
Navigating Medicare decisions in tricky situations
What encore careers, young dependents and early retirement mean for your elections. Medicare is an important component of holistic financial planning, but it can get complex for investors who retire early, care for young dependents or work beyond 65. But knowledge is...
Why the “no debt” approach isn’t optimal for every investor
Your portfolio can be the key to managing cash and maintaining flexibility. Today’s financial gurus seem to share a golden rule: You should aggressively pay down debt and live without it. This is sage advice for many, but not everyone. If you have substantial wealth,...
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support. The decision to homeschool can offer freedom, personal learning, and create a deeper connection with your child. But what if...
Manage inflation through innovation
Find success by pushing yourself to evolve. While the rate of inflation has gradually decreased in recent months, it’s no secret that it soared to a 40-year high (9.1%) in June 2022. For business owners, inflation makes forecasting expenses and allocating resources...
Tap into planned giving to help secure your nonprofit’s future
Building a long-term pipeline may deliver the confidence your organization needs. For a nonprofit that relies on donors to keep it operating, wondering when the next wave of funds will come can be stressful. This has become even more relevant recently because...
7 money moves to help enhance your cash
Sometimes savings can be easier to find if you know where to look. Beyond the generic advice of “saving more,” these nuanced strategies can help your cash flow. Here are some tips: Find your match. Take advantage of employer matching so you don’t leave money on the...
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