Estate Planning Mistakes Seniors (Including You or Your Parents) Can’t Afford to Make

Estate planning really should be considered as soon as you acquire your first asset, have a child, or step into adulthood in any truly meaningful way. And yet many of us put it off for far too long, leaving ourselves and our families at risk of getting stuck in the court system in the event [...]

2018-08-09T13:13:01-07:00August 9th, 2018|Estate Planning, Family, Financial|

Opening a New Location? Follow These Three Steps First.

Opening a new business location is an exciting venture. It also comes with inherent risks. A new site can increase profits and brand exposure, but it also opens up possibilities for failure. Rushing into expansion and opening a new location can do more harm than good if proper preparations are not made. Increase your chances [...]

How to Scale Your Business for Sustainable Success

Business growth is a dream that sparkles in the eyes of many small business owners. But bigger is only better when your business operations are scalable. Significant growth without proper planning usually comes with extra costs and more work that could leave you and your business vulnerable and unprepared for the challenges of success. If [...]

2018-07-29T21:06:12-07:00July 29th, 2018|Acquisitions, Business, Financial, Taxes|

How to Achieve Sustainable Business Growth

You’ve put in the time to get your business off the ground and now you’re up and running. You have a product or service that’s selling well, team support to keep everyone happy and a proven income model. Congratulations! You’ve overcome the biggest obstacle to business sustainability. Surviving the startup phase is often the toughest [...]

What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated

Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated. In such cases, if there is no estate planning in place (or insufficient planning) to keep family or other loved one’s out of court, a guardianship, or conservatorship as it is sometimes called, must be established [...]

2018-08-09T13:58:44-07:00July 19th, 2018|Estate Planning, Family, Financial, Governments|

Ensure the Security of Your Senior Parents’ Identity and Financial Assets

Today, we live in an uber-connected world, where nearly every type of financial transaction—shopping, banking, investment management—can be made online using a computer or mobile device. In light of this, it’s critically important to have the appropriate safeguards in place to reduce the risk of fraud and identity theft, especially for your senior parents. Because [...]

2018-08-09T13:58:09-07:00July 3rd, 2018|Estate Planning, Family, Financial, Governments|

How Your Legal and Financial Decisions Can Impact Your Marketing for the Better (or the Worse) In the Eyes of Your Prospective Customers and Clients

Running a small business often means you play a jack-of-all-trades. Whether it’s drafting client contracts or taking inventory, it’s likely you have a hand in all aspects of your business. Marketing is no exception. And knowing how to create an efficient marketing plan for your business can be difficult, especially when you might not be [...]

2018-07-29T21:09:44-07:00June 29th, 2018|Acquisitions, Business, Financial, Real Estate, Taxes|

Hiring? Great! Here’s How to Get Started with Your First Employee

Up until now, you alone have been running your small business. Now you need help. The moment when a small business owner decides to hire his or her first employee is one of triumph. Conversely, knowing how to start the hiring process can be a moment of confusion. If you’re ready to hire your first [...]

2018-07-29T21:09:19-07:00June 29th, 2018|Business, Financial, Taxes|

How to Protect Real Estate Assets

If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss. But have you taken the necessary steps to protect your assets against lawsuits or probate? If you own rental properties, there is likely a nagging fear in the back of your mind about being sued by [...]

2018-07-29T20:27:24-07:00February 25th, 2018|Business, Family, Financial, Real Estate, Taxes|

The Top 4 Mistakes to Avoid When Selling Your Business

While starting and building a successful business is immensely challenging, selling one can be almost as difficult. Many business owners are surprised by just how time consuming and laborious the sales process is. Fortunately, tons of time and effort can be saved simply by avoiding these four common pitfalls: 1. Insufficient Preparation You certainly wouldn’t [...]

2018-07-29T21:19:16-07:00February 25th, 2018|Acquisitions, Business, Financial, Taxes|