Resources

succession planning

Business Succession Planning Checklist

The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible.  You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …
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estate planning

Estate Planning Checklist

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the fut …
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insurance

What You Need to Know About Insurance

We put together a fact sheet “What You Need to Know About Insurance” to help you determine if you have the right insurance coverage for your and your family’s needs. We’ll look at life insurance, homeowner’s insurance, medical insurance and more to help answer your questions: What is it? Wh …
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Checklist: Financial Milestones for College Planning

The days of getting a summer job to put yourself through college are long gone. An education costs more than ever – but it still pays to have one. Our downloadable guide acts as a checklist that explains how you can help them prepare for this passage into adulthood. We’ll look at financial …
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Retirement Plans for Small Business: Comparison Chart

401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …
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2021 Tax Planning Checklist

While you’re packing up the last of 2020, you’ll want to take advantage of the tax opportunities even a year like this one has to offer. Instead of dropping off a shoebox of receipts and hoping for a return, be intentional about maximizing returns and protecting income. The CARES Act and ot …
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10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your finan …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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