Succession Planning Strategies for Family-Owned Businesses

business succession

Succession planning can be difficult for any business owner, but it’s often especially hard in family businesses. Sometimes, owners will put off succession planning for fear of disrupting family unity. For example, if one child is the heir apparent to take over leadership when you retire, you might be worried about hurting your other children’s […]

What You Should Know About Business Valuation

Business Valuation

If you own a closely held business, have you ever stopped to think about how much money your business is worth? Many owners haven’t, which is a little surprising when you consider that a successful business may be the most valuable asset they possess. Even if you have thought about your company’s value, you may […]

How to Get Creative With Life Insurance


When they hear the term “life insurance,” people usually think of an insurance policy that will provide financial protection for their family when they die. But life insurance can also be used in creative ways to accomplish other financial goals beyond just providing your loved ones with a death benefit. When used strategically, life insurance […]

What Is Goals-Based Wealth Management — and Why Is It Important?

goals base small

“If you don’t know where you’re going, any road will get you there.” This saying rings true in a lot of areas of life, including wealth management. To reach your financial destination, you need a roadmap or plan. But before you can create a plan, you need to have a good idea of where it […]