Newsletters

• Could Employee Ownership Be Part of Your Succession Plan?

  An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.

• Goodbye Passwords, Hello Passkeys

  As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

• Location, Location, Location: The Premium Parents Pay for Top Schools

  Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

• Beneficiary Designations: Who Gets the Money?

  It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.