Seventy-five percent of business owners don't have a documented succession plan specifying what occurs if an owner or employee in a senior role dies or becomes disabled. Learn more about how to craft a strong business continuity plan that takes care of the business, its owners, and employees.
It’s officially the holiday season – a time of family, friends, and recognition of our blessings. It’s also a time that many generously choose to donate to their favorite charities. Unfortunately, this is also the time when those with unscrupulous motives prey on the unsuspecting. While we would hope we could spot a charity scam, sometimes it’s difficult especially when it’s one that pulls at our heart strings. Here are three crucial tips to ensure you don't get duped by a charity scam.
The risk of disability some time in your lifetime is out there for everyone, so should you do anything differently in your financial planning to address it? Because everyone’s individual financial situation is unique, there is no “one size fits all” answer here. But we can offer guidance on the right questions to ask when you have those important planning conversations with your trusted financial advisor.