Newsletter December 2024

People at a convenience store check-out counter

The ABCs of Convenience Stores

Every day, we are tasked with making priorities and determining what items need to be done first. From the time we get out of bed until it is time to go to bed, we are prioritizing what we do and whom we talk to. But nothing is more taxing than having to prioritize things for your business, especially if you are in the convenience store business, because of all the moving parts: employees, vendors, suppliers, regulations, cashflow, and life in general …
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Wedding rings sitting on paper money

Happily Ever After and Financially Fit

Are you tying the knot after 50? (Congratulations!) For older couples getting ready to walk down the aisle, there are unique financial considerations to take into account. Merging finances at this exciting stage involves retirement plans, adult children from previous relationships, and different priorities for the future. Get ready for the honeymoon phase as we explore how to merge marital finances in your 50s and beyond …
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Ink pen writing on a will

How to Ensure Your Will Reflects Your Current Wishes

Whether getting divorced or welcoming a new child, you may need to change or revoke your will to reflect any life changes. Why? Because significant changes can affect how your assets are handled. Common reasons for adjusting a will include marriage, divorce, new family members, financial changes, buying or selling property, or appointing a new guardian for a minor …
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HIDDEN WEALTH

The Secret to Getting Top Dollar for Your Business

If you are planning to sell or are considering selling your business in the next twelve to twenty-four months, you need to start planning now. But where do you even start? Selling a business is not easy. With so many things to consider, some confusion is understandable.

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Hidden Wealth - The Secret for getting Top Dollar for Your Business