Nov 20, 2023 | Estate Planning, Insurance, Intellectual Property
While you might think that identifying, protecting, and valuing your intellectual property is something that only applies to big companies and famous artists, that’s definitely not the case. Your intellectual property has sentimental value to your family and may have...
Nov 13, 2023 | Intellectual Property, Small Business
The first step to take in protecting your business’s intellectual property is to formally document it in an inventory of assets that describes what the asset is, where it’s located, and how to access it if it’s a digital or intangible item. This is something we help...
Nov 13, 2023 | Estate Planning, Family, Insurance
In this week’s article, we’re sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. 03 | PERSONALIZED PHISHING EMAILS Imagine opening your inbox to an urgent email from a seemingly legitimate source – perhaps your bank,...
Nov 6, 2023 | Growth, Passion, Small Business
In this week’s blog, we’ll explore how mentorship can propel your aspirations and shape the legacy you’re building for yourself and your business. Share a Vision and Drive For Success Mentoring isn’t just about imparting knowledge; it’s about...
Nov 6, 2023 | Estate Planning, Family, Insurance
In this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shedding light on their tactics and providing you with practical steps to shield your parents from potential harm. 01 | THE GRANDPARENT SCAM In the new...
Oct 30, 2023 | Growth, Revenue, Small Business
At the heart of embracing abundance is a radical shift in your relationship with money. By acknowledging and confronting the fears and limiting beliefs that fuel money dysmorphia, or the distortion of your perception of money, you can embark on a transformative...
