November 2021

life insurance on tablet

There’s more than one type of life insurance

The pandemic has influenced all of our lives in different ways, some tragic, but also some that have made us rethink our needs and goals. One impact has been to protect loved ones in case something happens to us. Let’s talk about the different types of life insurance that are available and which one(s) might make the most sense for you.

exit strategy on paper coffee

Are you prepared to transition your business?

Leaving the business you have worked so hard to nurture is inevitable. To best preserve the value you have created, it is critical that you have a written strategy for you, your family, and your employees to help assure that when you are no longer in charge, everyone knows what will happen next.

giving tuesday post

#GivingTuesday

As you put together your action strategies for making the most of Black Friday, Small Business Saturday, and Cyber Monday sales, take a few minutes to plan to participate in #GivingTuesday.