Financial Planning

Five Year End Planning Tips

“Starting next year” is a phrase you commonly hear around the holidays. Whether the goal is to exercise more, travel, or eat healthier, it just seems like these resolutions seem more manageable in January. While you can cut cookies from your diet next year, there are a few items that should be addressed before 2022 […]

Cyber Security Tips

Three Simple Steps to Protect Yourself From Cyber Fraud

TRUE STORY: In late December, we were working with a client to send her regular year-end distribution. On Christmas Eve, we received an add-on response to our email chain asking that we send funds to a new bank account. As this seemed odd, and even though the email address matched our records, we followed our […]

Business Value

How to Maximize the Value of Your Business

As a business owner, you have spent countless hours agonizing over the complexities of keeping operations running smoothly. However, failure to think about the final piece of the puzzle, making the business attractive to a potential buyer, could lead to a less than optimal result. To help avoid this mistake, we interviewed business owners, board […]