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How To Prepare For The Sale of A Business: My Personal Experience Selling Quick & Reilly
Investments Financial Planning

Are you considering selling your business in the near future? It can be exciting to think about the possibilities, but selling a business can greatly impact your family, colleagues, and personal life. It’s imperative to understand how the right professionals, like attorneys and advisors, can help you streamline the sale and enhance your proceeds. It’s also important to put a financial plan in place for the proceeds, considering what your life will look like after the sale. To read more, press the download button now.

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The Top 5 Financial Planning Challenges Of Generational Wealth

Financial Planning

Do you want to leave a lasting legacy that spans generations to come? If you’re like most of our clients, the answer is a resounding yes! And while this is a noble goal to have, many wealthy individuals underestimate the unique challenges that come with leaving behind generational wealth. Today we’re going to talk about the top 5 financial planning challenges of generational wealth (and what you can do to combat them).

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White Paper: 5 Important Financial Tools To Use When Preparing For An IPO
Investments Financial Planning

An Initial Public Offering (or IPO) is a big step for an entrepreneur to make. Making an initial public offering demonstrates that the business has provided enough value to sell its equity to the public, with the intention of raising significant capital. Successful IPOs also give the public confidence in the company when the offering is priced correctly and share prices rise. However, there are many complexities that a business owner should consider both prior to and after each IPO, like increased income as well as estate tax liabilities. An IPO may result in a significant windfall for the business owners, and there are five key financial tools that we’ve used to guide business owners during and after the IPO process; those key financial tools are GRATs, IDGTs, CRTs, 10b5-1 plans, and equity award plans (RSUs).

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Five Steps To An A+ College Plan

Financial Planning

Regardless of whether your child is two or twelve, the thought of college has probably crossed your mind. In the busyness of life and never-ending financial pressures, it is all too easy to put saving for college on the back burner. But one thing in life is certain; it moves quickly. Don’t get caught unaware and unprepared for college. Your child’s education is one of the most important investments you can make, and with today’s costs, it pays to plan ahead.

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What Is A Fiduciary And Why Is It Important?
Financial Planning

Have you ever read a financial article or blog post and put it down after reading the first paragraph because the terminology didn’t make sense? If so, you’re not alone. And while there is plenty of financial jargon that you don’t need to know to succeed financially, one term that is critical to how your money is handled is the word fiduciary.

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How To Teach Your Kids About Money
Financial Planning

If you’re like most parents, you have a laundry list of things you want to teach your child so they grow up to be a successful adult who contributes to society. From a young age, you model and instruct them in how to share, what respect looks like, how to handle responsibility, and how to prioritize. As a society, we are excelling in some areas of parenting, but falling behind in others. In a recent National Financial Capabilities Study, only 24% of Millennials (age 23-35) were able to answer the first three financial literacy questions correctly, and a mere 8% answered them all correctly.

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How Much Life Insurance Do You Really Need?
Financial Planning

I think most of us would agree that life insurance is an important financial product to have in our arsenal. But in 2017, more than 4 in 10 people didn’t own a life insurance policy in any amount and 40% of those who did said they were under-insured. Why is there such a disparity? What are some of the obstacles people face when making their life insurance decisions?

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How Might Tax Reform Affect Your Estate Plan?
Financial Planning

Any time a tax change occurs, it affects more than just your net pay. In the case of the recent Tax Cuts and Jobs Act, Trump’s tax reform bill, we know that it lowers tax rates for individuals and corporations, increases the child tax credit, doubles the standard deduction, and caps or eliminates several deductions. But what does it mean for your estate plan?

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