As a business owner, understanding the various strategies for rewarding and incentivizing your employees is vital for employee retention and business growth. One strategy is equity compensation, which may be valuable when used appropriately for your business’s situation.
Legacy of Love: 10 Questions to Help Families Prepare for a Wealth Transfer
Wealth transfer is more than just a financial transaction; it’s an opportunity for families to pass on their values, wisdom, and a legacy of love.
Avoidable Mistakes for the Suddenly Wealthy
Tips to help your wealth have a legacy that lasts beyond a lifetime. The allure of sudden wealth is enchanting. It’s the narrative that has inspired countless rags-to-riches tales, propelling ordinary individuals into the financial stratosphere overnight. But the golden glow of prosperity often casts a shadow of financial pitfalls. From sports stars to startup […]
SECURE Act 2.0: What Business Owners Need to Know for 2024
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed into law in December 2019, had significant implications for business owners and employees regarding retirement savings and tax rules.
Retirement Income Investing As Rates Stay High
Retirement is a time to enjoy the fruits of many years of labor; a season to reap the benefits of smart saving and investing.
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