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Small Business Owners: Is Your Next Great Employee Living under Your Roof?
As recently as 50 years ago on family farms and ranches across America, it was common to see two or even three generations actively involved in running the enterprise.
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Getting Ready for Maternity and Paternity Leave
For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist will help streamline the transition...
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Planning Checklist for Those You Care About Most
This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisors. The time to get these professionals involved is before an...
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Financial Planning for a Loved One with Special Needs
As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.
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How to Talk to Your Children About Your Estate
Talking with your children about disability and/or death can be a difficult task for most people. Parents spend the better part of their financial lives working, saving and planning only to end up avoiding proper communication and planning with their children on the topic of death. Parents often do not discuss their estate plans with...
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Five Essential Financial Tips for New Widows and Widowers
We understand that losing a spouse is likely the most devastating emotional obstacle that one can experience.  Financial matters are likely the last thing on your mind.  However, when you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we discuss five key steps to...
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Three Small-Business Transfer Strategies
As a wealth management firm, we have long preached the benefits of owning shares of public companies as an investment vehicle to build long-term wealth. We are clearly not alone in this endeavor. There are many news agencies and television programs that spend countless hours debating if and when investors should buy and/or sell certain...
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Financial To-Dos in the Aftermath Of Losing A Loved One
Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. Financial planning and investment management needs vary dramatically depending on what stage of life the surviving spouse is in. Over the years, we have worked with many clients who have...
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I Received an Inheritance, Now What?
At some point in your life, there is a chance that you will inherit money or assets left from a grandparent, parent, or other family member. When someone that you love passes away, it is an emotional experience and going through the process of inheriting the assets they chose to leave you can add to...
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Wheel Of Life Exercise
Our core ideology is that “we strive to help our clients, employees and communities thrive.” It sounds easy enough, but we all know that thriving can be elusive, and it is not always the place we find ourselves as a company, individual or community.
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