Business Owner Exit Planning Amid COVID

2020 has been incredibly challenging for everyone, and now that we’re almost in a new year it’s a good time for business owners to reevaluate their plans. The COVID-19 crisis has presented a number of obstacles for business owners, many of whom are aging baby boomers. Pre-pandemic, many businesses were anticipating a positive trajectory and potential growth –[...] Continue reading

Use the Generation Gap to Your Advantage! Help Keep Your Loved Ones Safe

Today’s technology is a lot for anyone to grasp, and it might be especially challenging for family members who aren’t comfortable with new tech. One way to help loved ones stay safe and secure on their devices is to share strategies they can use to offset security risks. This recent SANS Newsletter provides some simple, but impactful tips to give loved ones to help[...] Continue reading

How COVID-19 Will Spark Change Among Charitable Giving

Over the last few months, and especially the last few weeks of the year, we have seen a notable uptick in charitable giving efforts – both from the standpoint of individuals wanting to support causes near and dear to them, and in maximizing tax-efficient strategies before year-end. 2020, however, has been an interesting year and we expect that COVID-19 will not only[...] Continue reading

How to Recognize Social Engineering Attacks

Written by: Todd Douds, CFA® | Managing Partner & Chief Operating Officer When we think of cyberattacks, we think of highly advanced or elaborate hacking techniques on our computers and accounts. On the contrary, a common technique cyber attackers use is tricking their target into giving them the information they want. This is called social engineering, a[...] Continue reading

8 Things to Consider Before Quitting Your Job Because the Kids Are at Home

Written by: Bill Engel, CFP® | Senior Vice President The coronavirus pandemic is hitting working parents hard. With many schools still closed for in-person classes, parents have to juggle work, childcare, and help their children with remote learning. A recent survey found that 40% of parents have changed their work situation because of these demands, and 15% of[...] Continue reading