June 24, 2019
Divorce is hard enough to go through, and it can be worse if one or both of you are unsure of the path you should take. Is Divorce The Right Road To Take? walks you through discernment counseling which is designed to help you get clarity on whether your best path is to get a divorce, […]
November 20, 2018
One of the most overlooked areas facing a business owner is the Succession and Exit Plan. The right succession and exit strategy is dependent on several factors which are unique to each business owner and their family needs.
November 8, 2018
In general, a married individual is eligible for Social Security benefits based on their spouse’s earnings. In the case of divorce, Social Security Considerations for Divorce details the benefits you may still be eligible for based on a former spouse’s earnings.
November 6, 2018
One of the greatest threats to the survival of a business is a lack of proper planning and communication. Unexpected things can happen, so it is essential to be prepared. Spouse In The Loop guides you through steps to plan proactively so your spouse can face the future with confidence.
November 1, 2018
Choosing the right professionals to guide you through your divorce is one of the most important divorce-related decisions you’ll make. Be sure they are experienced in the area of divorce. Ask potential divorce attorneys and financial professionals the following questions to help you determine if a professional has the right background to handle your divorce. […]
June 27, 2018
Close Your Next Deal by Considering an Owner’s Wealth Management Needs offers two simple steps to get started in building a relationship with the owner. This article originally appeared on Middle Market Growth magazine’s website June 27, 2018.