Blog

  • A Comprehensive Guide to Disaster Preparedness

    In today’s world, where natural disasters and unforeseen events can disrupt our lives at a moment’s notice, preparedness is no longer a luxury; it’s a necessity. So, to make sure you and your loved ones are prepared for any emergency situation, I’ve created this comprehensive guide to provide a strong foundation for your financial security…

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  • The Independent Contractor Dilemma: Navigating Risks and Rewards

    In today’s rapidly evolving “gig economy,” you might be torn between hiring full-time employees or independent contractors (ICs). This choice carries significant implications for your business, affecting everything from your bottom line to your legal obligations. Understanding the pros and cons of hiring ICs and knowing how to protect your business becomes crucial as the…

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  • Veterans: Your Legacy is Worth Protecting

    As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound commitment to protecting America’s future—and now it’s time to protect your family’s future through thoughtful estate planning that I call Life & Legacy Planning. Just as you…

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  • Demystifying the Data for Small Business Owners

    Are you overwhelmed by the sheer volume of data your business generates? Do you wonder which numbers are essential for making informed decisions? If so, you’re not alone. Many business owners need help identifying key performance indicators (KPIs) that can provide valuable insights into their operations. In this article, we’ll demystify data tracking and provide…

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  • Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience

    In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when you do, you’ll realize the journey through end-of-life care is rarely straightforward. A recent and heartbreaking story published by Maggie Schneider Huston in Newsweek illustrates this fact. In this article, I’ll highlight key…

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  • A Guide to Recent Supreme Court Wins for Small Businesses

    As a small business owner, you must constantly navigate a complex legal landscape. From federal regulations to local ordinances, it’s hard to keep up with the laws that affect you, but if you don’t, you could suffer the consequences. In this article, I’ll simplify the recent legal landscape for you by examining a few recent…

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  • A Power of Attorney May Not Be What You Think

    If you’ve ever considered planning for your future or helped someone plan for theirs, you’ve probably heard the term “power of attorney”. But do you really know what it is? The terms “power” and “attorney” carry the weight but may not mean what you think. In fact, there are many misconceptions about what a power…

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  • How to protect intellectual property as a small business owner

    Intellectual property can be a major component of what makes a company successful. Small businesses often exist in part because the entrepreneur who starts the company has a unique idea. Perhaps they have a barbecue sauce recipe that they slowly honed over multiple years. Maybe they have found a particularly efficient way of deep cleaning…

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  • 3 Tips for Every New Homeowner

    Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When major life events occur, it is important that you have a plan in place to ensure that you…

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  • How to Make Your Inheritance Last

    Most people believe that receiving a large inheritance from a loved one would be life changing. At least one study, however, found that about one-third of Americans who have received an inheritance eventually experienced a decrease or no change in their wealth after receiving the inheritance, meaning that they most likely spent everything they received[1].…

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