April 2023 Conference Call with Economist Marci Rossell, Ph.D.
Apr 25, 2023
Once again, Marci engaged our clients with a lively discussion of the economy. If you were unable to join us, here are a few highlights. The Federal
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Blog
Apr 18, 2023
In a recent conference call hosted by Prosperity Planning, economist Marci Rossell, Ph.D., shared valuable insights on the current state of the
The Dangers of Transferring to Children Without Planning
Apr 18, 2023
After building a successful business, many business owners decide that they want to transfer their ownership to their children. Too often, those
Why You Shouldn’t Do Everything
Apr 18, 2023
When you started your business, you might have done a lot of the heavy lifting alone. It’s something to be proud of. As businesses grow, they tend to
Blog
Apr 18, 2023
In a recent conference call hosted by Prosperity Planning, economist Marci Rossell, Ph.D., shared valuable insights on the current state of the
Blog
Apr 18, 2023
By Brian Matthys, DO In our relentless pursuit of financial success, we often overlook a fundamental truth: wealth without health is meaningless. The
How to Identify Internal Next- Level Managers
Apr 18, 2023
Next-level managers are an integral part of planning for a successful future. They can come from inside or outside of the company, and you often have
Blog
Apr 18, 2023
By Brian Matthys, DO In our relentless pursuit of financial success, we often overlook a fundamental truth: wealth without health is meaningless. The
Incentivizing Your Best Employees to Stay
Mar 8, 2023
When thinking about business planning, one aspect you may be tempted to overlook is the contributions of your key employees. Key employees are the
Protecting What You Care About: Business, Family, & Employees
Mar 8, 2023
As a business owner, you’re likely the most important person in your business. You’re probably the breadwinner for your family. Your employees rely
Whether You Sell Your Business or Not, the Planning Is the Same
Mar 8, 2023
There are many things for you to consider as you think about the future of your business ownership: When is the right time to move on? How much money
There’s More to Business Than Money: Values-Based Goals
Feb 13, 2023
Successful business owners often want more than just the maximum amount of money they can get. These owners have deeply ingrained values-based goals