Our Blog
Avoid These 4 Common Estate Planning Pitfalls
As a parent, you've always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can fail if you overlook the complexities of estate planning.
From Basement Beginnings to Business Brilliance: The Nitro Bar’s Story
The path to entrepreneurial success is paved with challenges and triumphs, often born from humble beginnings. One such business is The Nitro Bar. Audrey Finocchiaro and Sam Lancaster are the founders of this thriving company, and all entrepreneurs can learn from their story.
4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Shopping for an estate plan based on getting the lowest cost plan possible is often the fastest path to leaving your family with an empty set of documents (maybe in a beautiful binder, but not worth the paper they are written on) that won’t work for your family when they need it.
8 Tips to Help Secure Outside Funding for Your Business
As an entrepreneur, you can appreciate how difficult it may be to get outside investment funding for your business. But fret not! It’s possible to turn that “no” into a "yes" with these 8 tips.
Understanding Liability: How to Protect Your Business From Lawsuits
Managing a business comes with its own set of challenges, and one of the biggest is potential lawsuits. Lawsuits can drain your financial resources, consume precious time, and tarnish your company's reputation. However, strategic planning and support from trusted advisors can significantly mitigate these risks.
Crafting Your Lasting Legacy With Estate Planning
What is a legacy, really? And how does it apply to you? What type of legacy do you wish to leave behind?
10 Steps to Take Now to Secure a Comfortable Retirement - Part 2
In the first part of our series on practical steps to take to ensure a comfortable retirement, we discussed estate planning, passing on legacy, and planning for long-term care. This week, we continue with 5 more steps, from adapting your home for comfort and safety to harnessing technology for independence. Taking these steps will give you comfort in your later years.
10 Survival Strategies for New Entrepreneurs - Part 2
In the first part of this series last week, we discussed 5 survival strategies for business success, including the importance of partnerships, preparedness, inclusivity, team support, and maintaining a unique business identity. In this second installment, we continue with 5 more strategies that are essential for modern entrepreneurs aiming to thrive in today's competitive market.
10 Steps to Take Now to Secure a Comfortable Retirement - Part 1
Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and strategic planning. There’s no time like the present to explore 5 practical steps you can take now to ensure a comfortable and fulfilling retirement.
10 Survival Strategies for New Entrepreneurs - Part 1
Any successful entrepreneur will tell you that starting your own business is a thrilling endeavor that requires creativity, resilience, and strategic thinking. No matter what type of business you own, there are foundational strategies that will help you lay a strong groundwork for success. We discuss 5 of 10 strategies in this week’s article.
