Managing Wealth across Generations

The Baby Boomers, our biggest generation, have had an impact on almost every aspect of American society and financial planning has been no exception. While many of them are better educated than previous generations, when it comes to financial matters, differences between the family members can become apparent and potentially problematic. Boomers can be more… [Read the full article]

Planning Your Exit? Read This First

Exiting your business is often about a lot more than exiting your business. For one thing, it’s about helping you obtain maximum value at the time of sale. Comprehensive wealth-planning factors such as cash flow analysis, stock options, tax minimization, and retirement planning should be part of your exit plan.  Where’s the Money?  When most small- to mid-sized business owners begin to seriously… [Read the full article]