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Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them,...

Why Relying on Legal Templates Instead of Lawyers Will Leave You With a Mess

In the whirlwind of launching your dream business, it's easy to get caught up in the excitement and innovation that fuel your days....

Love Your Business? Love Your Family? Then You Need a Succession Plan

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...

This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time

Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You're faced with a...

Want to Show Your Partner How Much You Love Them? Put Them In Your Will

Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our...

Have Kids? Hire Them In Your Business For Major Financial Savings

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...

Elevating Your Small Business: How to Attract Serious Clients Through Professional Branding and Business Structures

Your clients are the heartbeat of your business, and establishing a deep sense of trust with them is the cornerstone of growth and...

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are...

Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...

How Sharpening Your Emotional Intelligence Can Improve Your Business

The journey of entrepreneurship is like diving into uncharted waters—financially and emotionally. It's not just about crafting a stellar...

Nut Sorter: An Essential Job, Now Nearly Extinct

Remember the classic scene in "Charlie and the Chocolate Factory," where there are workers diligently sorting and picking out the bad...

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...