Financial Tips For Everyone

The Financial Planning Blog

Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.

Blog Feature

Estate Planning  |  Legacy Planning  |  Retirement Planning  |  Wealth Management  |  business succession planning  |  business transition planning  |  estate plannning  |  legacy planning

Business Succession Transition Planning

All closely held businesses face the possibility of an owner dying, retirement or becoming disabled. A business owner’s death or disability can create major problems. A lifetime of hard work and investment can be jeopardized, leaving the other owners and the deceased’s family in the difficult position of sorting things out. A properly structured and funded buy sell agreement permits an orderly transfer of the business.

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Blog Feature

Estate Planning  |  Legacy Planning  |  Retirement Planning  |  Wealth Management  |  business  |  business continuation planning  |  business succession planning  |  entrepreneurs

6 Questions Business Owners Must Answer

For many entrepreneurs, their business is one of their most valuable assets. They rely on it to generate income to support their family and their lifestyle. However, we meet many entrepreneurs who are so busy that they never take time to think about what will happen to their family and the business they've worked so hard to build should something unexpected happen to them.

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Family Inventory Workbook

Family Inventory Workbook

Use this free workbook to gather a comprehensive list of all information pertaining to your family’s current financial picture!