Buy-Sell agreements: Ensuring Smooth Business Transitions Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t there? All business owners will leave their business. Whether planned, like a sale, or unplanned, like a death or…
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Growing your business across every measure is the priority for business owners, no matter their stage.  Just starting out and working to be revenue-positive or coping with early income In the mid-stage and building your strategy and tactics for long-term growth Late-stage revenue maximization for…
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Are you one of the millions of people who are thinking of starting your own business?  There were 4.3 million businesses that filed paperwork last year, so if you’ve always wanted to be independent, you’re in good company.1 Since we’re a small business, we often…
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Whether it’s sudden or something that has built over time – there’s a moment in our lives when you realize that you need to care for the people that cared for you.  Getting a plan in place to care for your parents means balancing your…
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  For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional. This could be at any stage of life; it’s more about the individual situation and how an advisor can help.  Here…
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Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You’ll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. In addition, at age…
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  Humans don’t deal well with change, it is our nature to stick with the status quo and resist the unknown. It’s tied to our deep-seated biological drive to survive. If you’re uncomfortable with discomfort, you turn away from uncertainty and change. The last few…
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You’ve worked hard, built a business, bought your dream home and started a family. Your income covers your expenses (with some left), you’re maxing out your 401(k) contributions, saving for college and even putting something aside in an investment portfolio. You’re in great shape to…
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If you’re a business owner, you know that building a business is all about taking risk.  You put your belief in yourself, invest your money, give your time to create something that can grow and succeed.  We know that your business will fund your retirement…
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Building and running a business requires many different skill sets. You’re often the development head, the chief strategist, the head of marketing, and you know every role from the ground up because you created them. But stepping back from the day-to-day and looking at your…
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