Financial planning and investment advice is personal. Sounds silly to even type that because most financial firms say that. However, efficiency matters in scaling a business and, oftentimes, process is placed over people. That said, personalization is our secret sauce in developing meaningful relationships and financial plans that align with our client’s values.
Our conversation with experts explores how business owners can utilize benefit planning to attract and retain talent while also maximizing their personal planning.
Every year brings unique planning opportunities for business owners. However, the passing of the new tax law creates a new set of considerations as we head to the end of 2025 and into 2026.
As digital assets become increasingly prevalent and valuable, both financially and sentimentally, integrating them into one’s estate planning is essential. These assets may include cryptocurrencies, online banking credentials, digital wallets, domain names, email accounts, cloud-based storage and social media profiles.