Articles

St. Charles County’s small business community is thriving. Each local business represents years of hard work and contributes to the local economy. But what happens when an owner is ready to retire or exit the business? Without a solid succession…

As a business owner, you have worked tirelessly to build a successful enterprise that supports your loved ones and contributes to your community. However, have you considered what would happen to your business and personal assets in the event of…

As a business owner, you dedicate your time, energy, and resources to building and growing your company. However, it is equally important to plan for the future and protect the legacy you have worked so hard to create. Estate planning…

More US adults are starting a business than ever before. According to the United States Census Bureau, 2020 saw a record 4.4 million new business applications filed. In 2021, this number jumped to 5.4 million—up 53% from pre-pandemic levels—and in…

A power of attorney is a vital part of any estate plan. The power of attorney—or POA as it’s often called—is a legal document that gives a selected individual the authority to act for another individual in legal or financial…

America experienced its worst financial crisis since the great depression between 2007 and 2010. Known as the subprime mortgage crisis, it happened because home prices fell in 2006, triggering loan defaults. Then the risk spread into pension funds, mutual funds,…

For women, securing enough retirement income can be a daunting proposition. Generally speaking, women face two significant hurdles to overcome to achieve a comfortable flow of retirement income. One hurdle involves longevity and the second deals with earning power. Women…