Dec 22, 2022

If you are an advisor from attorney to CPA to financial advisor, you need to consider periodic or event-based beneficiary reviews across your clients' portfolios. There are major benefits from these reviews of beneficiaries and insurance policies that may uncover other financial opportunities (for you and the client)...

Dec 20, 2022

Nov 29, 2022

If you've ever bought or sold real estate, you know that risks and complexities abound. Whether you are investing in real estate or purchasing your own home, there are some simple, straightforward rules of thumb that will help guard you from the most common mistakes that people make in the process.

Our guest is real...

Nov 23, 2022

Family-owned businesses present huge and unique challenges when it comes time to pass the business on. Without a succession plan in place, those challenges can create enormous conflict for families - usually the exact opposite of the founder's intent.

Our guest this week is Steve Caton, Managing Partner at...

Nov 21, 2022

Clients often become their own roadblock to success. Professional advisors and attorneys often have trouble getting clients to do things like finalize their documents, make tough decisions, update old documents, or just set their beneficiary designations. If this sounds familiar, we've got tips for you.

Our guest this...