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Business tax mistakes

Who Would Care For Your Children If You Got Sick With COVID-19?

Ah tax season – That time of year when we’re required to get our ducks in a row whether we’re ready or not. And as a small business owner, there are extra pieces of your tax filing puzzle you need to watch out for to make sure you’re not only following the law but also

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Tax tips

Who Would Care For Your Children If You Got Sick With COVID-19?

Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves our attention: the love we show ourselves and our family through thoughtful financial planning.Now I know what you’re thinking – that doesn’t sound

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kids care plan

Who Would Care For Your Children If You Got Sick With COVID-19?

As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to overlook a crucial aspect of their future: what happens to them if we’re no

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Legal template

Who Would Care For Your Children If You Got Sick With COVID-19?

In the whirlwind of launching your dream business, it’s easy to get caught up in the excitement and innovation that fuel your days. Amidst this buzz, it’s tempting to look for shortcuts, especially when it comes to the less thrilling aspects of entrepreneurship, like setup of your legal entity, board resolutions, legal agreements, and compliance

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secure 2.0

Who Would Care For Your Children If You Got Sick With COVID-19?

Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You’re faced with a critical decision: should you prioritize paying down those loans, or should you focus on the future, contributing to your workplace retirement plan? It’s a tough call, especially when choosing loan payments means missing

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Succession plan

Who Would Care For Your Children If You Got Sick With COVID-19?

You’ve put blood, sweat, and possibly a few tears into building your business from the ground up. You’ve got the vision, the drive, and the occasional coffee stain on your favorite tie. But have you thought about what happens to your business once you decide to hang up your entrepreneurial hat? And even more importantly –

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Will

Who Would Care For Your Children If You Got Sick With COVID-19?

Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the most to us. Often when we think of showing our love, we think of bouquets of flowers, surprise gifts, and meaningful notes. But an often

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kids work

Who Would Care For Your Children If You Got Sick With COVID-19?

Paying your kids to help out in your family business, whether they’re in middle school, high school, or college, has some great perks. It can teach them about hard work, help them learn how to manage money and kickstart their savings for the future. Plus, it keeps more money in the family and out of

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How to talk about death

Who Would Care For Your Children If You Got Sick With COVID-19?

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer to my services as Life & Legacy Planning. When done right, planning for your assets

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Branding

Who Would Care For Your Children If You Got Sick With COVID-19?

Your clients are the heartbeat of your business, and establishing a deep sense of trust with them is the cornerstone of growth and success. In a world where skepticism and misinformation prevail, nurturing authenticity and reliability in your brand is essential to building and keeping your client base. In this blog post, we will delve into

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Emotional Intelligence

Who Would Care For Your Children If You Got Sick With COVID-19?

The journey of entrepreneurship is like diving into uncharted waters—financially and emotionally. It’s not just about crafting a stellar business plan and securing funding; it’s about mastering the art of emotional intelligence, the ability to navigate your own emotions and those of others in a way that fosters productivity and success for yourself and your

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life insurance

Who Would Care For Your Children If You Got Sick With COVID-19?

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is –

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FAFSA

Who Would Care For Your Children If You Got Sick With COVID-19?

Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild’s education.In the past, any contributions or distributions from a grandparent’s 529 college savings plan were subject to FAFSA reporting, potentially impacting

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Employee handbook

Who Would Care For Your Children If You Got Sick With COVID-19?

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 ensure that your workforce is well-versed in your company policies, but it protects your business from conflicts and loss in the future.Through the handbook, you get to introduce

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Partnership Agreement

Who Would Care For Your Children If You Got Sick With COVID-19?

A partnership can be a rewarding and efficient business model if set up the right way, and crafting a robust partnership agreement from day one is crucial for outlining the rights, responsibilities, and operational procedures within your business venture. This agreement serves as a protective framework that ensures all partners involved are on the same page,

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Kids protection plan

Who Would Care For Your Children If You Got Sick With COVID-19?

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– creating a Kids Protection Plan™. It can be hard to think about a future where you couldn’t be there for your children, but having a plan in place will ensure that

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LIFT Breakthrough

Who Would Care For Your Children If You Got Sick With COVID-19?

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 coming year. What components of your business worked the best? Which areas need focus or improvement? Are there areas of your business that have been neglected? (Don’t

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Flat fee vs retainer

Who Would Care For Your Children If You Got Sick With COVID-19?

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 aren’t, can often feel like navigating uncharted waters. You want to find an attorney you like who will understand your family’s needs, but you also have to consider the

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hiring

Who Would Care For Your Children If You Got Sick With COVID-19?

Your business is bustling, the phone is ringing, and orders are flying. Congratulations on getting your company this far! But if you find yourself “living” at your business to keep up with its demands and are sacrificing your health and happiness to keep your business afloat, it’s time to hire some help. But before you post

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Dementia estate planning

Who Would Care For Your Children If You Got Sick With COVID-19?

Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered: What it means to have mental capacity or be incapacitatedHow dementia affects capacity for estate planning purposesThe essential estate planning tools a

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