Selling a business isn’t something that should be done on a whim or even within a few months. In fact, most experts recommend starting your exit planning three to five years before...

How much do I need to retire? I’ve been asked this question more times than I can count by people across all levels of wealth and experience. From business owners contemplating an exit strategy to corporate professionals grinding through another year to 20-somethings just entering the workforce. It’s a simple enough question that everyone asks at some point in their career.

When it comes to supporting family members financially, clients often consider two primary options: gifting money outright or making a loan. Both approaches carry tax implications, so understanding the distinction...