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Stick to your guns in business

Cowboy with dual six-shooters drawn with the caption Stick to Your Guns In business.

If you’ve been in business long enough, you’ve probably learned the same lesson: the moment you compromise on certain fundamentals, you start a slow race to the bottom. Here are five areas in business where you must stick to... Continue Reading

The Costly Mistake of the Uncoordinated Estate Plan

Estate plan documents shown as separate silos. The Costly Mistake of the Uncoordinated Estate Plan.

If you’re a business owner or high-net-worth individual, you’ve likely spent time with attorneys, CPAs, and financial advisors to build your estate plan. You have trusts, wills, insurance policies, business agreements, and maybe even a buy-sell agreement. That’s a... Continue Reading

Traditional IRA vs. Roth IRA: Which One Should You Choose?

small chalk board with the words Retirement Plan and three blank lines

When it comes to saving for retirement, two of the most popular options are the Traditional IRA and the Roth IRA. Both offer tax advantages, but they work in different ways. How do you decide which one is right... Continue Reading

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