Blog

  • 5 Best Practices For Establishing Healthy Boundaries With Clients
    5 Best Practices For Establishing Healthy Boundaries With Clients
    Do you feel obligated to check work emails, texts, and voicemails at all hours? Do you often work evenings, weekends, and holidays, even after you promised yourself you wouldn't? Do you feel pressured to say yes to pushy clients because it's easier than saying no? Do you feel resentful of...
  • 4 Ways to Use AI to Make Life Easier for You and Your Family
    4 Ways to Use AI to Make Life Easier for You and Your Family
    Whether you're turning on the news or scrolling through Instagram, it's hard not to hear about AI technology, so this week I wanted to take some time to cover what the buzz is about and how you can use this technology to make your own life easier.  AI (artificial intelligence)...
  • 4 Tools To Protect Your Business and Your Family
    4 Tools To Protect Your Business and Your Family
    If you dream of one day leaving your company to your family, but you haven't properly included your business in your estate plan, that dream could become a nightmare for your heirs—and for your partners, team members, and clients, too. In fact, properly planning for what would happen to your...
  • 4 Steps to Trademark Your Business Name and Protect Your Brand
    4 Steps to Trademark Your Business Name and Protect Your Brand
    Your company's name is more than just a label; it's a valuable asset that not only represents your brand but represents the legacy of your work in the world as well. It tells your clients, customers, and community who you are and what your business stands for. Protecting your business...
  • 4 Steps to Creating an Original Trademark
    4 Steps to Creating an Original Trademark
    The journey of launching a new business or expanding an existing one brings the thrill of crafting a unique identity—choosing a catchy name, designing an eye-catching logo, and selecting other branding elements. This creative process is exhilarating, yet it's fraught with hidden dangers, notably the risk of infringing on another...
  • 4 Essential Legal Agreements No Business Should Be Without
    4 Essential Legal Agreements No Business Should Be Without
    When starting a new business, putting the right legal agreements in place is crucial for protecting your assets and relationships. Yet far too many new business owners put off—or even entirely overlook—creating these vital documents. You might not even know which agreements you need. The following 4 agreements are among...
  • 4 Estate Planning Myths That Put Your Loved Ones at Risk
    4 Estate Planning Myths That Put Your Loved Ones at Risk
    Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will - a 6% decline from 2023. The Ameriprise survey found that 52% of couples lack estate plans. These statistics highlight a dangerous...
  • 3 Ways to Comfort and Support A Loved One in Mourning
    3 Ways to Comfort and Support A Loved One in Mourning
    Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an...
  • 3 Things You Need To Know About Retirement Distributions
    3 Things You Need To Know About Retirement Distributions
    If you're part of a blended family (meaning you are married with children from a prior marriage in the mix), you're no stranger to the extra considerations and planning it takes to keep your family's life running smoothly. You've also probably given some thought to what you want to happen...
  • 3 Solutions For Managing the Top Stressors of Business Ownership
    3 Solutions For Managing the Top Stressors of Business Ownership
    There are numerous advantages to running your own business: being your own boss, setting your own hours, and getting to decide who you work with and what you work on. However, business ownership can also be one of the most stressful endeavors you'll ever undertake in your life. While running...