Articles
Do You Have a Plan for Business Continuity?
The thought of planning for your business exit can be overwhelming for owners – there are so many...
How to Plan When You are Overwhelmed
Success can bring complexity, including more managerial, implementation, execution, and...
What Will Happen to Your Business if You Are Not There to Run it?
A contingency is the occurrence of a potential (or eventual) negative event in the future. The...
4th Quarter Market Summary for 2021
All, Financial Planning, Investment
Quarterly Update for the Quarter EndingDecember 31, 2021 Running into the Wind Marathon runners...
Curious About Cryptocurrencies?
Cryptocurrencies have taken the world by storm. At a price of about $43,000 as of the writing of...
Three Common Financial Mistakes That can Decrease the Value of a Business
Focusing on Tax Minimization Many business owners operate their companies to minimize income...
Economy and Market Still Hinge on Covid Trends
While the economy is still expanding, the pace of the expansion growth slowed a bit in the third...
3 Ways to Position Yourself and Your Family for Future Success
All, Business Exit Planning, Financial Planning
Many business owners support their families through their businesses. If something were to happen...
Do You Need Help With Social Security?
Background: A client that had been recently widowed was both frustrated and emotionally drained...
Proactive Estate Planning
Background: A client purchased a second property in a popular summer vacation area. They planned...
Do You Want a Tax-Free Retirement?
Business Exit Planning, Financial Planning
Background A client came to us concerned about the enormous tax liability they would face in...
Weighing All Your Options: How One Business Owner Made the Choice Between Selling Internally or Externally
Background: The majority owner of a lucrative firm, with approximately 50 employees, is ready to...
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