The following is an excerpt of a blog post reprinted with permission from AchieveIt.Last week, in the first of this two-part blog, we discussed the need for and purpose of mission statements, which ...

One of the reasons I wanted to join the Roaring Fork Schools was because of its strong strategic plan and mission statement. I believe in the work the community outlined through a strategic planning ...

It’s critical that business owners have a documented estate plan. In the event of an emergency — a situation involving their sudden death or disability — it’s this plan that determines the transfer or ...

Our society is currently in the midst of the largest generational transfer of wealth in history, yet over 60% of our citizens do not have a will. Estate planning is a crucial task that often gets ...

Several months before the spectacular collapse of AIG, senior executive Joe Cassano told his peers, “It is hard for us, without being flippant, to even see a scenario within any kind of realm of ...

The political and personal drama that recently played out on a national stage—should President Biden run for office again or retire?—to me brought to mind one of the most important but frequently ...

The clients we help by planning for a safe and financially secure retirement are most vulnerable after they reach the age of 65. This is when, for most people, incomes drop and financial risks ...

Have you ever had a client say, “I will use my assets if a potential long-term care need arises” or “I don’t have a plan if my parents need care”? These statements should be recognized as a need for ...