Determine what to do with your office space and how to motivate your employees making the commute. All signs point to hybrid work environments becoming the norm. According to a study by Gallup, about 53% of workers expect a hybrid work arrangement when asked where...

Leverage your team members’ strengths and use top talent strategically. As a business owner, figuring out how and where to put the resources you have to good use is an everyday challenge – and in a fast-moving business, it’s easy to get lost in the day to day. It...

Considerations for navigating the tricky waters of the familial and the financial. Funding from family is still a primary way to get a new venture off the ground. But how do you go about it in an intentional way – without causing any relational rifts? It turns out...

Ageism is a growing problem – and one the pandemic has shone a light on. Here’s how you can combat it in your own life. You may notice it subtly at first. “You look great for your age.” It’s intended to be a compliment, but why tack on “for your age”? “You look great”...

Create a legacy that passes on so much more than money. Everyone leaves behind a unique legacy. For some, it’s meaningful to pass down something tangible – an item or heirloom. For other people, contributing to a cause that’s close to their heart is what matters most....

Generation-skipping trusts (GSTs) can provide certain protections and benefits that other trusts don’t. Wealth transfer is about more than just money – it’s about preserving your legacy and the estate you’ve worked hard to grow. Trusts are common estate planning tools...

3 smart ways to defer capital gains taxes. One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Applying tax-efficient strategies will help you make the most out of your...

Virtual coffee breaks are replacing water cooler chatter. Here are some tips for networking remotely with coworkers. In the remote world so many of us are now working in, connecting with coworkers takes effort. It’s easy to be efficient: Log in, get the job done and...

From withdrawals to conversions, taxes in retirement can be a balancing act. After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield some surprising...

How your retirement savings can continue working for you. You’ve spent many years saving in preparation for retirement. You’ve planned strategically to get here and have secured the resources necessary to ensure lasting comfort for yourself and your family. Now that...