Resources
The Importance of a Partnership Agreement
Many business partnerships start out informally, as industry associates, friends, or family members band together to start a new business. Partners bring different strengths and skills to the table. One partner may understand certain aspects of the business especially...
Building Financial Security with Family Limited Partnerships
When considering the “Big Three” financial components of financial security: asset protection, tax savings, and estate planning, business owners need to successfully plan ahead. Regarding your business interests and potential tax exposure, it is important to develop...
Points for Business Succession Planning
1. Start now—address the issue of business succession—don’t put it off! 2. Call in your business planning and estate planning team: attorney, accountant, tax professional, and insurance professional. Learn more --> Points for Business Succession Planning...
Five Tips to Help Couples Talk About Money
Arguments about money often foretell divorce and are more intense than couples' fights over other subjects. Review these five tips to get on the same page and talk honestly—and regularly—about finances with your partner. Five Tips to Help Couples Talk About Money
Inflation is Not a Hidden Tax
Inflation is Not a Hidden Tax Its a Very Real TaxWe’ve all heard the saying that inflation is a hidden tax. But depending on which state you live in, it should simply be called a tax – because that’s what it is. If you live in a state that fails to adjust its tax...
Shape Up Your Financial Plan
Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.
Investing in Yourself
Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.
What It Means to be a Fiduciary
As a fiduciary, you have your clients’ best interests at heart. Help them understand the value you provide and what it means to have a fiduciary acting on their behalf.
Building on a Strong Foundation
Show small business owners that you understand the unique financial challenges they face and how you can help them plan for their future.
Business Succession Considerations for Small Business Owners
There comes a point in time when almost every small business owner contemplates the future of his or her business. Because “the business” typically is a substantial asset, an owner must address a number of estate planning issues that will affect the future stability...