News & Blog

Business

Business Succession: How to Transfer Ownership

Building a successful business is hard, really hard. After years of sleepless nights and constant pressure and accomplishing what 8/10 of business owners can’t, you’ve created a profitable, lasting business. You may enjoy the fruits of these labors for years.

But what next?

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Planning

Do I Get a Tax Break for Home Improvements?

Your home is one of the largest investments you will ever make. Buying a home is an exciting thing, but maintaining and repairing the home can be a costly endeavor. So, any aspect that you can save on this big investment is worth looking into. 

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Business

Climate Impact Bonds

What type of investment provides stable returns, reduces greenhouse gases, protects ecosystems, and encourages the shift to renewable energy? Impact bonds – more specifically, climate impact bonds.

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Finance

Inflation in 2021

Inflation is too much money chasing too few goods. It is a measure of the rate of rising prices in goods and services in an economy.

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Planning

Saving for Retirement and College- How Roth IRAs Can Do It All!

College tuition is a lot more expensive than it was just a few decades ago. Families around the country appreciate that earning a degree without massive student loan debt is a feat that takes years of planning and diligent saving. The reality that college cost increases outpaced inflation over the past several decades is not lost on parents or grandparents with college-aged children….

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Planning

Cash Value or Term Life Insurance – Which is Best for Establishing Legacies and Protecting Your Loved Ones?

The odds are that your idea of a good time does not include shopping for life insurance. As depressing as thinking about your death may be, studies show that everyone dies! Life insurance is a great way to make sure that you leave a legacy, rather than a burden to the people you love. Deciding whether a cash value policy or a term life policy best suits your needs is the first meaningful decision you will need to make when shopping for life insurance plans. If you find yourself stuck in the middle of this debate, here are some things to consider.

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Finance

Impact Investing

Investing is no longer just about returns. Investors are increasingly looking for their money to make a positive impact on the world.

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