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The Most Critical Component for Building Wealth

What if we told you that building wealth isn't really about money? Discover the most critical component for securing your financial future.

Why Now Is A Great Time for Business Owners to Start a Retirement Plan

September 3, 2023 Business Owners Retirement Planning By Advisor Jim Zahansky

Small business owners can greatly benefit from starting a retirement savings plan for their employees. Here's how.

How To Set Up A 401(k) Plan for Your Employees In 6 Steps

June 28, 2023 Business Owners Retirement Planning By Advisor Jim Zahansky Retirement Income

Developing and offering your employees a 401(k) plan is no easy feat, but working with a trusted advisor can take some stress off your shoulders. Here are 6 steps.

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.