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Cake, Social Security Disability, and the Job of a Baker Helper: A Closer Look
If you know me, you know I love cake! But how does this relate to Social Security Disability? Great question! Let's dive into a...


Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2
Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically...


Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill – Part 1
It might seem a bit early to think about your 2023 business taxes, but as the year draws to a close, it's the perfect time to take a...


How Diverse Hiring Elevates Your Business
In the past decades, diverse hiring was mainly associated with increasing and improving employment opportunities for minority groups....


Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look...


Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your...


Mastering Time Management: 4 Effective Strategies for Busy Entrepreneurs – Part 2
If you’re like many business owners, you probably feel like there isn’t enough time in the day for everything you need to do, let alone...


Mastering Time Management: 4 Effective Strategies for Busy Entrepreneurs – Part 1
Time is your most valuable resource, and how you manage it can significantly impact the success of your business and your personal...


Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens...


From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...


Understanding Business Interruption Insurance
As a business owner, you may be familiar with the need for liability insurance to protect yourself and your business from lawsuits caused...


From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...


Would Your Business Pass Our 20-Point LIFT Business Assessment?
As a business owner, it's crucial to regularly assess and improve various aspects of your business to ensure its long-term success and...


Got Intellectual Property? Include It In Your Estate Plan
You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write...


You Have IP! Be Sure Not to Lose It … Here’s How
You don’t have to own a large company to own intellectual property. If your business creates inventions, written and artistic works,...


Help Your Parents Avoid These New Financial Scams – Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and...


Paying It Forward: How to Build Your Legacy Through Mentorship
As a business owner, it can be easy to see an opportunity to mentor a young professional as a purely charitable experience. But...


Make-A-Will Month, Here’s What They Didn’t Tell You
August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...


Embracing Abundance: Liberating Your Business from Money Dysmorphia and Fear
In the exhilarating journey of running a business, there's an often unspoken challenge that many entrepreneurs face - the distortion of...


4 Red Flags That Signal It’s Time to Part With a Bad Client
Dealing with clients who bring more complications than benefits can be a burden on your business, causing undue stress and even a loss of...
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