Divorce and Taxes: Five Common Mistakes to Avoid
Feb 13, 2025
By Dan Reiter, CFP®, CPA, CDFA Divorce is a deeply personal and often turbulent experience. It's easy to get caught up in the legal and emotional
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How to Prepare for a Divorce: Hiring the Right Team
Feb 13, 2025
By Dan Reiter, CFP®, CPA, CDFA How to Prepare for a Divorce: Hiring the Right Team When high-net-worth couples decide to divorce, the first thing
The Wealth-Health Connection: Why Your Financial Future Depends on Your Physical Presence
Dec 30, 2024
By Brian Matthys, DO In our relentless pursuit of financial success, we often overlook a fundamental truth: wealth without health is meaningless. The
Who Are the Winners in the New Legislation (SECURE Act 2.0)?
Jan 25, 2023
Boomers! Lots of benefits depending on your age: For birth dates on or after January 1, 1960: Required minimum distributions are delayed from age 72
A Surefire Method of Creating Conflict Among Co-Owners
Dec 12, 2022
The Importance of Buy-Sell Agreements When Disability or Other Lifetime Ownership Transfer Events Occur When co-owners are united in striving toward
3 Things to Remember About Third-Party Sales
Dec 12, 2022
As a business owner, you’re likely used to having as much control over how the business functions as possible. You’re the go-to person for big
How to Plan When You’re Too Busy to Plan
Nov 16, 2022
Your daily responsibilities as a successful business owner can make planning for a successful future seem impossible. But with the right process, you
3 Value Drivers You Can Start Installing Right Now
Nov 16, 2022
An important aspect of growing a successful business Is creating transferable value. Transferable value is what your business is worth to someone
The Common Element Among Unique and Successful Businesses
Nov 16, 2022
Successful business owners may face a conundrum as they pursue success. “Though my competitors do something similar, they don’t do it the way I do
Eight Ways to Exit Your Company
Sep 14, 2022
According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to
Why You'll Need an Advisor Team
Sep 14, 2022
Exit Planning can be complex. Between setting your exit goals and transferring your business, you’ll attempt to build business value, find an
Creating Value in Your Business to Get Top Dollar When You Leave It
Sep 14, 2022
Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years? What