Retirement Plan Design That Works for Owners and Employees
Hiring has changed. So has keeping people.
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What Your Family Wishes They'd Known Sooner About Your Estate Plan
Imagine a family that did everything right on paper. The will was signed, the trust was funded, the powers of attorney were notarized and filed neatly in a ...
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The Next Bear Market Is Coming. Is Your Retirement Ready?
The next bear market is not a possibility. It is a certainty with an unknown date. Most of the industry will hand you a slogan when it arrives. We would rather ...
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The Down Payment Conversation More Families Are Having
Emily is 35 years old. She has a good job. She pays her bills. She’s done most of the things previous generations were told would lead to homeownership.
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The Gap Nobody Plans For: Life After Retirement or a Business Exit
Most people spend years thinking about retirement or the sale of a business. They think about the date, the number, the valuation, the tax implications, and ...
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Never Bet Against America: 10 Facts Behind Long-Term Optimism
Two hundred and fifty years ago, thirteen colonies with about 2.5 million people declared independence from the most powerful empire on Earth. It was, by any ...
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The ABCs of Business Decay: How Strong Companies Quietly Come Apart
Great companies rarely die in a single dramatic event. They decay quietly, while everything still looks fine. Here is what we are doing about it at the top of ...
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Why Your Financial Advisor Doesn't Want to Talk About SpaceX
On June 12, 2026, after more than two decades as a private company, SpaceX finally went public in one of the most anticipated IPOs in a generation. And ...
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Why Illinois Families Still Need an Estate Plan at $15 Million
Imagine it’s November 2024, and the Hendersons are sitting in a downtown Chicago conference room signing the final pages of a Spousal Lifetime Access Trust. ...
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How to Stop Reacting to Markets and Start Planning Through Them
Turn on financial television for ten minutes, and you’ll hear a long list of reasons the market shouldn’t be rallying.
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When the Goalpost Keeps Moving: A Plan for Financial Nihilism
If you bought a home in 2019 and tried buying that same home today, chances are you would not be able to afford it. The same house, but a near 80% increase in ...
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Why Cash Flow Is the Most Overlooked Part of Financial Planning
Walk into most financial reviews and the first question is usually some version of: “How are my investments doing?”
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