Information that is good to know

We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.

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What the ‘One Big Beautiful Bill Act’ means for your business
The 2025 legislation has implications for businesses of all sizes.
Business Ownership
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Time for a technology upgrade?
How to determine if your business needs new tech.
Business Ownership
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2025 Business Owner Report: How business owners are planning their futures
Business ownership creates distinct opportunities and challenges for personal wealth. In a recent survey, Raymond James asked business owners how they are managing them.
Business Ownership
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Five year-end tax tips for businesses
Improve your bottom line with these tax mitigation strategies.
Business Ownership
9 key questions for an effective family business transition
Want family to follow your professional footsteps? A successful succession strategy could start with these 9 questions:
Business Ownership
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Reduce risk in your hiring process by reimagining it
Overcome the limitations of interviews and strengthen your support of new hires.
Business Ownership

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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