News & Insights
Taking Control of Employee Transition
June 11th, 2021
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By Bill Tucker |
Consulting |
Succession Planning
What do you do now? Your municipality’s valued employee: business manager, treasurer, department head, whatever the title may be, just gave their notice. There are two weeks, maybe a month, […]
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Three Key Questions to Start a Successful Cannabis Succession Plan
June 9th, 2021
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Succession Planning
Having a plan for leadership succession in any business is essential. For a cannabis owner, it is critical. But in the excitement of starting and growing your business, many cannabis […]
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Financial Literacy for the Rising Generation and Beyond
May 13th, 2021
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Financial & Retirement Planning |
Wealth Management
It is very common for families of affluence to have competent professional advisors to help them manage their investments, their legal affairs, and their business operations. If a family member […]
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Strengthening Women’s Financial Wellness in the Wake of the Pandemic
April 13th, 2021
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COVID-19 Relief Services |
Financial & Retirement Planning |
Wealth Management
While nearly everyone has been affected by the COVID-19 pandemic, the economic impact has been especially acute for women. In addition to the disproportionate number of women who were furloughed […]
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The Benefits of a Backdoor Roth IRA
March 9th, 2021
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By Jessica Fleet |
Financial & Retirement Planning |
High Net Worth |
Wealth Management
An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in name, a “backdoor Roth IRA” is not an illegal retirement […]