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No matter how successful or well-run a business is, every owner will eventually leave it—voluntarily or not. The timing and terms of that exit are often dictated by unpredictable or unavoidable events: Death, Divorce, Disability, Distress, Departure, and Disagreement, among owners. Without a formal business exit plan, these events can erode value, create personal and […]
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An essential but sometimes overlooked component of a family’s financial plan is preparing for the costs of their children or grandchildren’s higher education. Even for well-resourced families, managing the growing expense of college can be challenging, which is why adopting a proactive, long-term approach early on is crucial. The Rising Costs of Higher Education For the […]
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Most folks have heard of financial planning and many feel they are in need of a personal financial plan, but what exactly does that mean? An appropriate definition of financial planning is: A collaborative process that helps maximize a client’s potential for meeting life goals through financial advice that integrates relevant elements of the client’s […]
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