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Leaving Your Job? Be Sure to Use NUA Strategy for Your Company-Issued Stocks

If you currently have employer-issued stock, get familiar with the NUA strategy, its potential benefits, and how it works for investors.

Need a Break From Stress? Book a Stay at These Top Luxury Wellness Resorts

June 2, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives By Advisor Jim Zahansky

The best thing you can do to Live Well is take a break from stress. Here are some of the top luxury wellness resorts you should be booking now.

Business Owners: How B Corporation Status Could Help to Strengthen Your Brand and Grow Your Business

May 18, 2023 Business Owners Business Executives By Advisor Jim Zahansky

If you prioritize sustainability and environmentally focused business practices, your company may benefit from obtaining a B Corporation designation.

Selling A Business or Looking For Investors? 3 Common Valuation Methods to Determine Worth

April 3, 2023 Business Owners Business Executives Retirement Planning Business Succession Planning By Advisor Jim Zahansky

Determining the worth of your business is a crucial component for successful succession or investment growth. Here's how to get it right.

What the Silicon Valley Bank and Signature Bank Collapses Mean for You

March 14, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Investing Financial Planning By Advisor Mike Baum By Advisor Laurence Hale By Advisor Leisl Cording By Advisor Jim Zahansky By Advisor Holly Wanegar

You may have heard about the Silicon Valley Bank and Signature Bank collapses. Here's what it's all about, and our thoughts on what it could mean for the economy and your finances.

How March Madness Is Like Investing

February 28, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Investing By Advisor Jim Zahansky High Net Worth

March Madness is full of risk, reward, expectations... and a few lessons you can apply to the world of investing.

10 Steps to Avoiding a Small Business Audit

January 29, 2023 Business Owners Business Executives Tax Planning By Advisor Leisl Cording

Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here’s 10 steps.

It's Here: What You Need to Know About SECURE 2.0

January 7, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Retirement Planning

SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. Here is a high-level summary addressing the items most likely to affect individuals.

6 Steps to Empower Your Employees to Financial Wellness

January 3, 2023 Business Owners Business Executives Financial Literacy By Advisor Jim Zahansky

Money is a leading stressor for adults in America. Empowering your employees with financial education and incentives can help reduce that stress (and increase retention).

“Phantom Stock” Compensation: What It Is and What to Know

December 2, 2022 Business Owners Business Executives Financial Planning By Advisor Jim Zahansky

High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know.