by Katie Brown | Jun 7, 2024 | General, Retirement
Estate Planning: An Introduction By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what...
by Katie Brown | May 31, 2024 | General, Retirement
Taking Advantage of Employer-Sponsored Retirement Plans Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you’re not participating in it, you...
by Katie Brown | May 24, 2024 | General, Insurance
Properly Insuring Your Business No matter how careful you are in running your business, accidents happen. And no matter how big or small your business, you’ll have to plan for these and other risks if you want your business to thrive. One way to do this is with...
by Katie Brown | May 17, 2024 | General, Insurance
Funding a Buy-Sell Agreement with Life Insurance As a partner or co-owner (private shareholder) of a business, you’ve spent years building a valuable financial interest in your company. You may have considered setting up a buy-sell agreement to ensure your...
by Katie Brown | May 10, 2024 | General
Transferring Your Family Business As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting...
Best-In-State Wealth Management Teams (2025 & 2026) 