As a business owner, ask yourself: Will there be a market for your business after your death? Will there be adequate cash in the business to purchase your share of ownership? Will partners be able to pay your family for your interest, or will years of hard work and sacrifice end with little security for […]
Yes, even garden center owners need a succession plan!
Though it is often believed that family-owned companies are unique and more prevalent in the independent garden center industry, in actuality, about 90 percent of companies nationwide are operated or owned by families. What is rarer are family-owned businesses that survive past the first generation. About a third of family-owned companies continue to be operated […]
What is Mortgage Recasting and Why Do It?
I love it when I learn new things from clients. Today, I learned about recasting a mortgage. It’s truly impossible to know “everything” in a discipline. It’s important to be in a continuous learning mode. https://www.linkedin.com/posts/lairdhepburn_what-is-mortgage-recasting-and-why-do-it-activity-6699060090638491648-OoZ5/
Should You Be Maximizing Your Company’s 401K?
Really enjoyed this article by Aaron Brown. https://www.linkedin.com/posts/lairdhepburn_should-you-be-maximizing-your-companys-401k-activity-6699740044808224768-aIZe/
7 Elements of Great Investing Advice
A fried at M* sent this to me. The ideas Kunal Kapoor articulates match how we view our role as investment advisers. https://www.linkedin.com/posts/lairdhepburn_investing-advice-from-morningstar-activity-6700098887513862144-9YeP