Blogs
GME to the Moon: Estate Planning, Stocks, and Reddit
Planning for the future means finding a balance between risk inherent in the stock market and the security of having money there...
Five Estate Planning Resolutions Business Owners Should Make in 2021
It’s a new year and time for a little financial housekeeping – particularly after 2020 brought us so many surprises. Whether your...
New Year, New You, Old Contracts? How to Keep Up with the Times
With the arrival of 2021, it’s time for business owners to make plans and goals as they embark on a new fiscal year. And it’s time...
Bankruptcy, COVID, and You: When a PPP Loan Isn’t Enough
The pandemic has drastically changed our world in less than a year—including markets and the economy. Across all walks of business,...
Come on, Vaccine: Getting Your Business Ready for the New Year
A new year and the start of vaccine distribution – 2021 has everyone excited, or at least grateful. But don’t let your business...
Taking Stock: The Year in Practice
Well, welcome to January. It’s been a hot minute (so to speak) since I’ve had a chance to connect with many of you—and I hope that...