strategy

financial advisor discussing estate planning with a client

Less-discussed aspects of estate planning: Longevity, a living legacy and your team

Typical estate planning discussions revolve around core elements such as trusts, beneficiary designations, tax planning and wills—and for good reason. These are all critical considerations. However, there are other estate planning pillars that typically gain less attention, but can be just as important in helping you achieve overall financial wellness and security. As we noted …

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family on a beach discussing personal financial planning

Overlooked financial planning opportunities: Personal finance edition

Achieving personal financial wellness is a journey rather than a destination. The process evolves over time with your changing circumstances—the start of a new business, the arrival of children, the sale of a business or a change of industry, as just a few examples—and requires constant reassessment. The financial planning strategy you employ today could …

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family business succession

The family side of business succession

As noted in the first blog in this series, it takes a deliberate effort to plot out a business succession strategy. Transitioning out of your company and moving on to the next phase of life—whatever that may entail—requires balancing a number of family, financial and strategic considerations. While there are many ways to approach the …

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The surprising complexity of business succession

For business owners, one of the keys to achieving long-term financial wellness is to develop a plan that allows them to eventually leave their business behind and retire—or transition to the next phase of their always-busy lives. Because entrepreneurs typically lack any kind of formal pension, their corporation and personal assets are their golden-year nest …

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