The thought of retiring may be intimidating for anyone—but if you own your own business, handing your “baby” to new owners might be enough to stop you in your tracks. What might you do to set your successor up for success? What should all business owners know before they go?

Life insurance benefits small business owners and their heirs in many ways, from providing for loved ones to providing financial stability to your company after you’re gone. On our blog we discuss some of the reasons small business owners should carry one or more life insurance policies for their business.

If you’ve ever wanted to become an entrepreneur without starting from scratch, buying an existing business could be your ticket. This guide will help you through every step of the process, so that purchasing your dream business can become a reality!

Generational wealth encompasses financial assets with a monetary value. These include investments, real estate, land, cash, collectibles, etc., that are passed from generation to generation. Why does wealth seem to disappear within three generations? Find out on our blog

A Backdoor Roth IRA is a strategy that allows people who earn too much to directly contribute to a Roth IRA to still contribute to one indirectly. This strategy takes advantage of a loophole in the tax code that allows individuals to convert their traditional IRA to a Roth IRA, regardless of their income level.