All business owners—dry cleaners, nail salons, tax preppers, you name it—have one thing in common: Planning ahead for potential revenue shortfalls can mean the difference between keeping the lights on ...
Long-term care isn't typically covered by traditional insurance or Medicare. Traditional tax-deferred accounts are good receptacles for long-term-care costs. Home equity can be a solution to help ...
When preparing for 2025 and all the unknowns the future inevitably holds, a thorough strategic plan is critical to driving meaningful outcomes for any business. Effective strategic plans reflect on ...
Lis Anderson is founder and director at PR consultancy AMBITIOUS. An experienced agency MD with 25 years in the communications industry. Stakeholder engagement is integral to the success and growth of ...
Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...
When you have work life balance and fulfillment, you’re set up not only for success, but also for happiness. The big questions though, are about how you can find the best approach to work and life ...