For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...

A financial advisor for estate planning provides a future-forward perspective. They can help you build a long-term plan for your financial goals that aligns with the needs of your heirs. From ...

When you start a business, your must-do list is long and varied, from a great idea to market research, from a financial plan to a name. But one piece of the growth puzzle that often doesn’t make the ...

Cognitive decline poses unique risks to family businesses. Learn essential planning strategies beyond wills to protect ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

The primary outcomes of performance management are helping employees develop their knowledge and skills and supporting career aspirations. For this to be effective, management must provide a ...

While two-thirds (64 percent) of business owners have a succession plan in place, a new study by Edward Jones highlights the complexities and emotional challenges entrepreneurs face in preparing for ...

While seemingly straightforward, succession planning for business owners can take several different forms, each with its own set of pros and cons. You need to understand your options when you ...