top of page

BLOG


This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now...


3 Reasons Why You Need an Employee Handbook
If your business is on the path to hiring or already has a team in place, creating an employee handbook is a must. Not only does it...


Your Most Important New Year’s Resolution: Creating a Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list–...


Planning a Partnership: 6 Things You Need to Include In Your Partnership Agreement
A partnership can be a rewarding and efficient business model if set up the right way, and crafting a robust partnership agreement from...


Why You Should Start The New Year With a LIFT Business Breakthrough Session
As we stand on the cusp of a new year, it's the perfect time to reflect on your business journey and set the stage for success in the...


Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family
Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you...


What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability...


Is It Time to Hire? How to Assess Your Hiring Readiness
Your business is bustling, the phone is ringing, and orders are flying. Congratulations on getting your company this far! But if you find...


Walk Your Talk: How to Attract and Keep More Clients Through Congruence
Business success comes from more than your products or expertise—it also comes from the mission, values, and energy that your business...


What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a...


Should Your Business Be Using Non-Disclosure Agreements?
At the core of many successful businesses lies a treasure trove of trade secrets—unique processes, formulas, or strategies that give a...


Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning
Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming....


The 3 People Every Entrepreneur Needs On Their Team
Owning a business can be a thrilling adventure and an outlet for your most creative ideas. But behind the scenes of creativity and...


Have Unused 529 College Savings? Roll Them Into a Roth in 2024
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans....


The Tube Operator: A Flashback from the Dictionary of Occupational Titles
In the ever-evolving world of work, it's fascinating to look back at jobs that were once pivotal but have since faded into history. One...


Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that...


Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and...


What You Must Know About Your Right to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...


How to Trademark Your Business Name and Protect Your Brand
Your company's name is more than just a label; it's a valuable asset that not only represents your brand but represents the legacy of...


Protect Your Company and Client Relationships With This ‘Second Chance’ Contract Clause
Contracts are the cornerstone of business relationships. From office leases to vendor agreements, contracts establish the rules,...
bottom of page
