The Often-Overlooked Steps When Starting a Business
As we celebrate the birth of our nation each July, we’re reminded of the vision, values, and determination it took to establish something entirely new. Starting a business may not involve drafting a declaration or leading a revolution, but in many ways, it’s a similar endeavor. Both nations and businesses begin with a core set…
Read MoreUnderstanding Employee Benefits
Starting your first “real” job comes with a lot of firsts: your first steady paycheck, your first professional responsibilities, and your first experience navigating employee benefits. You’ve probably heard terms like 401(k), health insurance, and disability coverage, but they may not have felt relevant—until now. It’s easy to put benefits on the back burner when…
Read MoreWealth That Stays for Generations
You work hard throughout your life to secure a future for the next generation. But the unpleasant reality is that wealth transfer often fails within three generations. According to a study by the Williams Group, approximately 70% of families have lost control of their assets by the third generation. That’s true across the world, independent of culture and tax…
Read MoreEstate Planning Basics
You’ve just finished paying a few thousand dollars to an estate lawyer to draw up a will or trust. You’ve named executors and trustees and appointed a financial power of attorney. You’ve even drafted a living will and advanced directive and chosen your medical agent. You’re all finished with estate planning, right? Not so fast.…
Read MoreCaring for Aging Family Members
Do you have a plan in place for aging? In this video, the first of a three-part series, Brian Cochran joins care manager Susan Stuart to discuss the importance of getting your affairs in order, how to choose a care team, and how to minimize uncertainty around life’s greatest inevitability.
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