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...
Oct 30, 2023 | Estate Planning, Insurance
Here are the reasons why estate planning for your family demands a heart-centered, counseling-oriented approach and guidance beyond the scope of your group legal insurance coverage. We’ll help you understand the potential pitfalls of using group legal insurance for...
Oct 23, 2023 | Clients, Small Business, Start-Up, Workers
If any of your clients are exhibiting these red flags, it may be time to consider ending that client relationship and learning to avoid potential clients that exhibit any of these behaviors. Consistently Delayed Payments To mitigate this concern, consider...
Oct 16, 2023 | Insurance, Small Business, Start-Up, Workers
Here are the reasons why your startup needs the kind of legal expertise and attorney-client relationship that goes beyond the scope of group legal insurance coverage. We’ll explore the potential pitfalls of using group legal insurance for your startup and share...
Oct 9, 2023 | Small Business, Workers
To make sure your business is on a straight path and that your team members are happy and focused, make sure you aren’t making any of these simple employment mistakes. 01 | Wage and Hourly Pay Mistakes To avoid compensation issues, make sure your payment policies are...