
Our Blog
5 Best Practices For Establishing Healthy Boundaries With Clients
Establishing and enforcing healthy professional boundaries with your clients is critical for all business owners, and especially if you own your own business and work from home, where the lines between work and home life are easily blurred.
6 Essential Strategies For Starting A New Business
Do you have an entrepreneurial spirit? This week’s blog has six essential strategies for getting your new business up and running with the least amount of hassle and risk.
Avoid These 4 Common Estate Planning Pitfalls
As a parent, you've always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can fail if you overlook the complexities of estate planning.
From Basement Beginnings to Business Brilliance: The Nitro Bar’s Story
The path to entrepreneurial success is paved with challenges and triumphs, often born from humble beginnings. One such business is The Nitro Bar. Audrey Finocchiaro and Sam Lancaster are the founders of this thriving company, and all entrepreneurs can learn from their story.
4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Shopping for an estate plan based on getting the lowest cost plan possible is often the fastest path to leaving your family with an empty set of documents (maybe in a beautiful binder, but not worth the paper they are written on) that won’t work for your family when they need it.
8 Tips to Help Secure Outside Funding for Your Business
As an entrepreneur, you can appreciate how difficult it may be to get outside investment funding for your business. But fret not! It’s possible to turn that “no” into a "yes" with these 8 tips.
Understanding Liability: How to Protect Your Business From Lawsuits
Managing a business comes with its own set of challenges, and one of the biggest is potential lawsuits. Lawsuits can drain your financial resources, consume precious time, and tarnish your company's reputation. However, strategic planning and support from trusted advisors can significantly mitigate these risks.
Crafting Your Lasting Legacy With Estate Planning
What is a legacy, really? And how does it apply to you? What type of legacy do you wish to leave behind?