Transferring Ownership of a Mid-Sized Firm: Consider an ESOP
Over the next 20 years, 70% of the owners of small and medium-sized American businesses will be retiring. According to a 2017...
Read moreOver the next 20 years, 70% of the owners of small and medium-sized American businesses will be retiring. According to a 2017...
Read moreMaking sure that aging parents have the care they need is a responsibility that weighs heavily on adult children. Today, it’s...
Read moreNo one likes to consider their demise, but when children are involved it’s essential. No one likes to consider their demise, but...
Read moreIt’s a new approach to solving problems that likely date back to the Pyramids. Growth marketing aims to discover friction points...
Read moreMarketing your business is like any other task: you need the right tools for the job. Here’s a few of the best as suggested by our...
Read moreIt’s no secret that some people love their pets more than their fellow humans. They lavish attention, walkies, healthy diets and...
Read moreMany of us love a new acronym and even if you don’t, here’s one to take aboard: RUFADAA. Many of us love a new acronym and even if...
Read moreWhen wealth is passed from the older generation to the next, how can the historical managers of these assets maintain the next-gen...
Read moreLong-term care insurance can be expensive, and this is particularly true for single women. However, we have developed an innovative...
Read moreIt seems reasonable enough: there likely isn’t a reasonable parent in the world who isn’t aware of the need for life insurance...
Read moreTimes have changed and today it’s very normal for couples to live together before marriage or eschew marriage entirely. But...
Read moreWhen families are planning on how to distribute their estates, one common mistake is seen at all levels of wealth. This involves...
Read moreA survey conducted on behalf of OneAmerica by Harris Poll revealed that 68% of workers would be somewhat to very likely to purchase...
Read moreAdvisors are ever on the lookout for new business. Here’s an interesting fact: it can often be found in their old business...
Read moreEveryone in the advisory business knows that clients are the best entry to new contacts. Let’s run down a few techniques to help...
Read moreIn an era when life expectancies are extending and healthcare costs are rising steeply, clients are often tempted to purchase...
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