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      1. 4 Steps To Turn Makeshift Digital Transformation Into Long-Term Success
        Co-authored with Nikolaus Obwegeser and Benjamin MüllerMakeshift digital home officegettyWhile many companies were reportedly undergoing some form of digital transformation before COVID-19, it seems they were not far enough along their journey to respond effectively. At the outset of the pandemic, companies scrambled t
      2. Not All Inheritance Trusts Are Created Equally
        When it comes to inheritance, some clients are convinced that their parents have made proper arrangements on their behalf. Even when parents have used qualified lawyers and other advisors to do this, we always recommend “double checking” to make sure that any inheritance that might be received will be under an appropri
      3. 5 Business Development Trends to Expand Your Business
        Which of the following is on your business development to-do list for 2019? Close more new customers Decrease customer churn Increase referrals All of the above If you didn’t answer D, you’re either wildly successful (in which case, congratulations!) or you’re in trouble. But regardless of your answer, the real questi
      4. Exploring The Security Of Phones In The Workplace And Smart Devices
        Continuing the discussion about cybersecurity and how to implement measures to keep oneself and those they love secure for National Cybersecurity Awareness Month (NCSAM), consider how you use your phone at work and internet-connected devices. Both are playing an increasing role in our daily lives. How we access our com
      5. Marriage And Finances: 3 Crucial Steps To Take Before Tying The Knot
        Before you get married, make sure you are financially compatible.
      6. 8 Website Optimization Tips for Quick Business Growth
        Whether you’re optimizing your website for local search or trying to increase your national ranking, improving your SEO can seem like a huge endeavor. But optimizing your website is about way more than just ranking— it’s also about growing your business. Here are some ideas for optimizing your website to not only perfo
      7. 3 Essential Finance Moves to Make Before You Turn 40
        Some people dread turning 40. Others can't wait and see getting older as a positive thing.
      8. Solo 401(k)s and SEP IRAs: What you need to know
        As an owner of a small business, you have multiple roles to play, and saving for retirement is probably the last thing on your mind. However, with proper planning, it can minimize taxes and help make your business profitable. Solo 401(k)s and SEP IRAs are both tax-deferred retirement savings accounts for small business
      9. Bookkeeping Is An Essential Part Of Money Management In Business
        Every business owner needs to keep accurate and timely accounting records, so good bookkeeping is a vital part of the business. Bookkeeping builds the
      10. Don't Get Taxed by Surprise: Year-Round Tax Planning Tips
        By Brad Wright, CFP ‘Tis the season…for taxes. Actually, you should be thinking about taxes year-round. Yes, good times indeed, but when it comes to