We are glad to see the work and innovation happening in St. Louis start to get the much deserved recognition. We’re happy to be part of serving this community. The 10 best cities in the U.S. to move to right now – Curbed St. Louis Images Courtesy of Taber Aerial Productions Neal Furlong, ChFC®, CEPA®, […]
For many investors, legacy preservation, wealth transfer and philanthropic giving are among the key objectives of their long-term financial plans. If an investor is seeking to provide a consistent annual donation to a specific charitable organization for a period of time and help minimize estate taxes for their heirs; a Charitable Lead Trust (CLT) can […]
Have you considered the fact there is a business case for curiosity? Benefits of Curiosity Fewer decision-making errors More innovation and positive changes in both creative and noncreative jobs Reduced group conflict More-open communication and better team performance. Learn more in this article from Harvard Business Review in this article.
Many owners of family businesses are so busy running their companies that they never get around to making formal arrangements to pass on the business to the next generation or to other partners. But a failure to prepare for having to hand over the reins of your company—especially in the case of an unexpected illness […]
What is a Rabbi Trust, and why should I possibly care? If you are an employer or an employee, then a Rabbi Trust can be a very good way to handle employee benefits. An employer establishes a Rabbi Trust in order to provide future compensation to employees. It is a way for the employer to […]
If the ongoing success of your business depends on one or more key individuals, you may want to consider the role that insurance can play in protecting your business. The death or disability of a key employee—such as an owner or manager—can result in difficulties. However, even amid such troubling circumstances, there will be no […]
When it comes to our credit score, Americans are doing the best we’ve ever done. Since bottoming out with an average FICO Score of 686 in October 2009 – incidentally one year after the stock market crash of 2008 – scores have risen steadily since, including for the past 8 years. Today, […]
While sitting in your office at work, you have the potential ability to find information on nearly anything with just a few keystrokes, control the temperature and lighting in your home, order groceries, transfer funds between bank accounts, and so much more. But are you doing even the basics to protect yourself online; especially your […]
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