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Illustration of a hand holding an estate planning to-do list while two people review long lists of tasks and paperwork, representing the gap between knowing what needs to be done and taking action.

Know It, Do It: Closing Your Estate Planning Gap

Most of us know we should have a will. Many of us have been meaning to make one for years. If that sounds familiar, you’re in good company. There’s even a name for it: the “know-do gap,” the space between what we know we should do and what we actually get done. When it comes to estate planning, that gap can leave the people we love facing hard...

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Illustration of a woman using a laptop at a desk with papers and charts, set against a background of blue circuit board lines.

Digital Assets and Estate Planning: 5 Steps to Protect Your Digital Life

These days, it’s likely that most of your important financial information is stored digitally through a combination of online accounts, saved documents on your personal computer, and your smartphone. Chances are you keep a lot of other important information stored digitally too. If you’re a small business owner with registered domain names, a...

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Illustration of a person using a laptop with a large lock and shield checkmark behind them, representing online security, data protection, and safe digital activity.

Financial Fraud: Practical Steps to Help Keep Your Assets Safe

You’ve worked hard to build your savings, your reputation, and your independence. So it’s more than annoying when criminals try to take it with a text message, a fake phone call, or a login screen that looks “almost right.”

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How to Finance Your Second Career as Business Owner

How to Finance Your Second Career as Business Owner

Buying or starting a business used to be unusual if you were considering a second career. But encore careers as a business owner become more popular each year despite the wide-spread perception of risk. Let's explore what is driving the trend and your options for transitioning in a way that can help safeguard your business dream and your financial...

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Buyer or Seller: You Need the Right Business Transition Plan

Whether you are a member of the baby-boom generation born between 1946 and 1964, or a member of the generations of younger people that follow, you may be surprised to learn boomers are as likely to buy a business as to sell one.

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