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        1. No one is immune to a financial disaster, but everyone can be smart about what comes next
          Financial planning isn't about making perfect decisions with your money. Mistakes are bound to happen. You might not have control over unexpected crises, but you do have control over your preparedness and your reaction. If you find it difficult to save, try setting up micro-goals to hold yourself accountable every day.
        2. 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.
        3. 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
        4. 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.
        5. 3 ways you can turn the tide of the 'Great Resignation'
          The Great Resignation is changing. In fact, the more it's analyzed, the worse it gets. Piling on the stat from August that 51% of all employees were
        6. Tug of War: Handling the Challenge of Competing Financial Goals
          Let's walk through three steps to help you handle the challenge of competing financial goals.
        7. Intriguing ESOP Benefits: Thoughts on Recent Research
          ESOPs (Employee Stock Ownership Plans) are IRC section 401(a) qualified defined contribution plans which allow employees to own stock in the company for which they work. ESOPs may be sponsored by public companies or closely held corporations. According to The National Center for Employee Ownership (NCEO), there are ove
        8. 5 Basics of Financial Literacy
          Five Basics of Financial Literacy. Master credit, debt, and interest. Save early, fight inflation, and protect your identity for a strong financial future.
        9. Three Ways Business Owners Can Evaluate Financial Risk
          Financial risk can come in many forms. It could be an outside party that gains access to your bank account or a lawsuit that could bankrupt your
        10. Want To Reopen Your Company? Read This First
          As businesses around the country once again open their doors, many leaders, employees, customers, and communities are asking themselves the same question: How can we reopen safely and successfully? First, it should go without saying: Businesses should only reopen if they can enact safety measures such as socially-dista