Value of a Wealth Advisor
The Unparalleled Value of an Experienced Financial Advisor Navigating the complex world of financial planning and investment management can be a daunting task for people. The sheer volume of information, investment options, and potential pitfalls can leave many feelings overwhelmed. This is …
Financial Media Analysts and Pundits Getting It Wrong
Why Pundits Get It Wrong With over 23 years of experience in the financial industry, I have seen my fair share of market ups and downs. One thing that I have noticed is the tendency for analysts, pundits, and the financial media to get it wrong when it comes to predicting market trends. It …
Building Your Ideal Business Succession Plan
By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …
Estate Planning
One of my key roles as a wealth advisor is to help our private clients design an estate plan that not only ensures their assets are distributed according to their wishes, but also minimizes estate taxes and protects those assets from creditors. In this article, we’ll explore some of t …
Financial Freedom
The phrases financial freedom and financial independence get thrown around a lot, yet nobody really quantifies what that actually means. What I hope to impart to you is an understanding of what financial freedom is and how you can begin taking the necessary actions to help you pursue it. Su …
Mistakes Investors Make
In my twenty-three years of providing advice and guidance in personal financial planning and wealth management, I have learned several commonalities to one’s success and failure. As you can imagine, my experience provided a ringside seat to how people made their decisions about their money. …
5 Common Business Exit Planning Mistakes (and How to Avoid Them)
By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …
Business Succession Planning Checklist
The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible. You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …
SARS vs. Phantom Stocks
Keeping key employees engaged and incentivizing them to remain with your company can feel like a herculean task. The job market is brutal and getting talent is hard enough, when you find the ones who are key to running your business it is crucial to put strategies in place to incentivize th …
Life Insurance
Nobody likes to talk about their own mortality; however, it is the reality we all face. I have done extensive research and apparently nobody in the entire history of mankind has ever gotten out alive. It is important to understand that life insurance is a crucial aspect of your financial pl …
Buy-Sell Agreements
If something happens to you how will your business survive? And what about your family, since most likely they are depending on your income from the business? How will your heirs monetize the value of your business? A buy-sell agreement is an extremely important strategy that can address …
COMPLIMENTARY RESOURCE
Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
