News & Insights

Taking Control of Employee Transition

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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

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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

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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

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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

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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 […]

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