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The many ways to put your people first

You may be wondering what you should continue to do, what you should quit doing and what new trends you should adopt to ensure a competitive workplace. In making your decisions, remember that people are your north star and you’ll be headed in the right direction.

The role of trusts in estate planning

When you create an estate plan, there are many considerations to take into account. Among these considerations is whether you need a will or a trust.

Staying Lean on Legal While Forgoing VC Funding

What’s a scrappy, innovative entrepreneur meant to do when they have to stay lean while budgeting for one of the most notoriously exasperating business expenses -- legal? Risk is absolutely inherent to growth, and as such, legal counsel is a non-negotiable aspect of any successful business.

5 Unique secrets to improve your negotiation skills

Learning to negotiate takes practice. Don’t expect yourself to become a pro overnight. After all, even the best negotiators need time to hone their skills.

A Break-Even Analysis of Social Security Considerations

Our analysis for determining the right strategy for clients considers the following factors: 1) break-even analysis, 2) portfolio withdrawal needs, 3) earnings test and 4) planning for married couples. For this article, we will be focusing on break-even analysis.

The difference between marketing and branding

Too many good companies are held back by not knowing when to focus on branding and when to focus on marketing. Know when to double down on branding, double down on marketing and where the two overlap.

Why Valuation Matters for Closely-Held Businesses

We are all working toward an end-of-business ownership event, whether it's an external sale, an internal succession or a transition to your family through an estate plan. Whichever path you hope to take, the change will arrive someday. Knowing this, it's vital to have a strategy in place.

When to Consider Converting to a Roth IRA

Evaluating income tax rates, the ability to pay taxes on the conversion with non-IRA assets, estate tax, minimum distribution requirements and additional income tax considerations.

CEOs: Start with purpose, values, vision and strategy

When leaders have no governing principles (e.g., values, vision and strategy), decision-making is random, and chaos ensues.

What to Know About Medicare Part B Premiums

As you prepare for the next chapter in your life that includes Medicare, it’s important to learn about your options, costs, and benefits so you can feel confident in the decisions you make.

How to reach your money goals in 2020

There’s a chance your goals – and your financial situation – could change in 2020, so it’s a great time to make sure your activities still reflect your aspirations and priorities.

How to use microloans to grow your business

Small businesses need capital to grow, and cash flow is rarely enough to cover the investment that opportunity requires. Microloans offer an ideal balance of accessibility and affordability for small business growth.
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