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ummil

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AN AI FUTURE IS COMING: MAKE SURE YOUR BUSINESS IS READY

AN AI FUTURE IS COMING: MAKE SURE YOUR BUSINESS IS READY

Embracing an AI future for your business doesn't require you to become a sci-fi protagonist like Tom Cruise in “Minority Report” or to understand … View Post
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Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End

Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End

Whether it’s a breakup, divorce, or the death of a loved one, every relationship eventually comes to an end. Whether you have planned … View Post
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Avoid These 3 Mistakes When Choosing a Successor for Your Business

Avoid These 3 Mistakes When Choosing a Successor for Your Business

Are you planning for the future of your company? Make sure to avoid these 3 mistakes when choosing your successor. Read more… View Post
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3 Estate Planning Documents Your Parents Need Right Now

3 Estate Planning Documents Your Parents Need Right Now

As your parents navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. To make sure your parents can … View Post
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Purpose Over Profit: Elevate Your Business Above Your Competitors

Purpose Over Profit: Elevate Your Business Above Your Competitors

This week we explore how infusing your brand with authenticity, empathy, and a commitment to making a difference can elevate your company above the … View Post
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Don’t Let Your Secrets Leave With Your Employees: How To Protect Your Trade Secrets When Team Members Depart

Don’t Let Your Secrets Leave With Your Employees: How To Protect Your Trade Secrets When Team Members Depart

You depend on your employees to learn your business, your systems, and the inner workings that keep your business a step ahead of the … View Post
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14 Ways to Show Your Finances Some Love This Year – Part 2

14 Ways to Show Your Finances Some Love This Year – Part 2

Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year. Read … View Post
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3 Business Tax Mistakes to Avoid This Tax Season

3 Business Tax Mistakes to Avoid This Tax Season

As a small business owner, there are extra pieces of your tax filing puzzle you need to watch out for to make sure you’… View Post
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14 Ways to Show Your Finances Some Love This Year – Part 1

14 Ways to Show Your Finances Some Love This Year – Part 1

February is the month of love – but there's a different kind of love that deserves our attention: the love we show ourselves, our family, … View Post
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Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

Many assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets. However, the reality … View Post
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Why Relying on Legal Templates Instead of Lawyers Will Leave You With a Mess

Why Relying on Legal Templates Instead of Lawyers Will Leave You With a Mess

In today's digital age, it's tempting for entrepreneurs to turn to online legal templates or services in an attempt to streamline their legal processes … View Post
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Love Your Business? Love Your Family? Then You Need a Succession Plan

Love Your Business? Love Your Family? Then You Need a Succession Plan

Like most entrepreneurs, your business and your family are your greatest loves. Show them just how much you care for them by making sure … View Post
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This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time

This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time

The SECURE 2.0 Act aims to make it easier for people to pay off student loans while also saving for retirement. Want to know if … View Post
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Have Kids? Hire Them In Your Business For Major Financial Savings

Have Kids? Hire Them In Your Business For Major Financial Savings

Thanks to the Tax Cuts and Jobs Act (TCJA), when you hire your kids in your business, your tax benefits are now bigger than … View Post
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Want to Show Your Partner How Much You Love Them? Put Them In Your Will

Want to Show Your Partner How Much You Love Them? Put Them In Your Will

In this blog, we'll explore why adding your partner to your Will and estate plan isn’t just a romantic gesture but the ultimate … View Post
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Elevating Your Small Business: How to Attract Serious Clients Through Professional Branding and Business Structures

Elevating Your Small Business: How to Attract Serious Clients Through Professional Branding and Business Structures

Your clients are the heartbeat of your business, and establishing a deep sense of trust with them is the cornerstone of growth and success. … View Post
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2 Conversations About Money and Death You Need to Have With Your Parents Right Now

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

In this week’s blog, we take the conversation about money and death to a deeper level with your parents and family to truly … View Post
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How Sharpening Your Emotional Intelligence Can Improve Your Business

How Sharpening Your Emotional Intelligence Can Improve Your Business

Emotional intelligence is a key skill needed to attain the business success you desire. Find out why… View Post
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Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

Life insurance is an important part of protecting your family, but if you don’t set it up the right way, there’s a … View Post
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Got Intellectual Property? Include It In Your Estate Plan

Got Intellectual Property? Include It In Your Estate Plan

If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual … View Post
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