A Formula for Thoughtful Decision-Making in a Family Business
Important report on how owners of family businesses can balance family values with the financial realities of entrepreneurship This report is all about how to […]
Estate Planning: Don’t Forget Your Pet!
If you are part of the 68 percent of U.S. households that own a pet[1], you probably think of it as a true member of […]
Turning Monetary Gifts into Learning Experiences for Children
Most parents want to help their children financially, but not by handing over cash with no strings attached. Helping your children learn how to be […]
Instilling Financial Habits in Children
Instilling in children good attitudes about working, earning, saving, and investing is an important part of being a parent. Teaching your kids about money is […]
Dealing With Grief
This article will help you understand the steps your family or friends may take after the passing of a loved one to ensure they are […]
A “floor” that makes your life comfortable and secure.
I had a interesting conversation with a guy yesterday who called me to talk about his planning needs for the gains from his business sale […]
Why You Need a ‘Business Plan’ for Your Family
If you really desire a legacy it’s important to create family plans along the lines of highly successful business plans so your family really understands the outcome you worked so hard to build.