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        1,668 results found

        1. Reverse Estate Planning? There’s Such Thing, And It’s A Good Strategy For Some Families
          Most estate planning discussions assume assets flow in only one direction, from older generations to younger generations.
        2. Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
          There is a popular saying about best laid plans often going astray. Business owners are experiencing firsthand the derailing of plans in this unprecedented and unpredictable 2020. Those with plans to market their business for sale this year are left particularly in a lurch. At a time when many industries are struggling
        3. The Financial Plan: Top 5 Reasons you need a documented, living, accessible plan for your financial future
          Sure, most of us think about retirement and leverage or have leveraged a 401(k) and other investment options or high-level planning to help get us there.
        4. Don't Get Taxed by Surprise: Year-Round Tax Planning Tips
          By Brad Wright, CFP ‘Tis the season…for taxes. Actually, you should be thinking about taxes year-round. Yes, good times indeed, but when it comes to
        5. The Impact of Private Equity on the Franchise Industry
          The capital infusion private equity brings to the franchise industry is an exciting way to grow for many brands, so long as they’re willing to open themselves up to outside influence. The relationship between franchising and private equity is a complex one that only continues to pick up steam in our industry. As more a
        6. 8 Proven Methods for Small Businesses to Save Money
          Small businesses frequently go through cycles of strong and weak profits. When profits are low, you probably will want to find time-tested ways to save money. You do this by cutting costs and reducing your overhead without sacrificing sales. Here are 8 proven ways for your business to save money: Outsourcing: You can
        7. Investing in Today's Bear Market? Ask Yourself These 4 Questions First
          Many people hear the words "bear market" and think they ought to run and hide. After all, the idea of investing when the stock market is down can be scary. But actually, bear markets offer solid investment opportunities -- because stocks are cheaper to buy on a whole. If you're thinking of putting money into stocks in
        8. 6 Ways To Rebuild Your Small Business After COVID-19
          The COVID-19 outbreak has wreaked financial havoc around the globe, leaving many small-business owners struggling in its wake. According to the National Federation of Independent Business (NFIB), as of March 30—still early in the crisis—92% of small businesses said they had suffered negative effects as a result of the
        9. 4 Common Tax Planning Mistakes
          What errors do advisors often see—and how can you avoid them? What the Professionals Say About Tax Planning   We talked with two high-ranking
        10. 5 Basics of Financial Literacy
          The Five Basics of Financial Literacy