By Carson Group
One million dollars is a lot of money. There was even a game show called “Who Wants To Be A Millionaire” built around the idea of achieving that kind of wealth. That figure – $1,000,000 – seems to be what many working professionals are striving to achieve in retirement.
By Paul West
There are plenty of elements that make businesses valuable. But regardless of industry or aims, there are three things that all valuable businesses have in common. Let’s look at these three factors and explain why they’re important for owners and their advisors to acknowledge. Next-level ma …
By Mark Lookabill
Selling real estate can be confusing, time-consuming and sometimes emotional. There are real dollars at play, so the stakes are high, but even so, it’s easy to overlook key considerations as you start the process. Be sure to ask yourself these five critical questions.
By Carson Group
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.
By Paul West
There are many things to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you’ll try to make early in the process of plannin …
By Paul West
As a business owner, you’re likely used to having as much control over how the business functions as possible. You’re the go-to person for big decisions, and you own the consequences of those decisions, whether they’re good or bad. This attitude is often good and sometimes necessary for the …