Whether you are 10 years from retirement or just starting in the workforce full-time, a financial advisor can help you maximize the use of your …
Tips to Protect Yourself From a Mechanic’s Lien
A mechanic’s lien represents a legal action taken against a property owner by a supplier, general contractor, or special contractor to recover …
Nonprofit Restructuring Has Become Easier, But Not Without Challenges
If you were part of a restructuring team for a nonprofit in the past, then you understand the process consisted of several complex steps. Revenue …
Nonprofit Restructuring Has Become Easier, But Not Without ChallengesRead More
What a Successful Call-to-Action Looks Like on Your Direct Mail
Business owners and operators have to consider several factors to execute an effective direct mail campaign. Working with a mail services company that …
What a Successful Call-to-Action Looks Like on Your Direct MailRead More
How to Improve the Teamwork of Your Church Staff
Successful church organization stems from a solid foundation. Training for church leaders is vital, to develop the skills and confidence required for …
Take Advantage of Lower Capital Gains Tax Rates
We get taxed in several different ways, most of which are straightforward types of taxes. Think sales and income taxes. However, one form of taxation …
How a Construction Dispute Could Arise
A construction lawsuit takes place between a client and a general or independent contractor. The process typically involves common issues such as …
California Nonprofit Board Meetings Should Be Short
Improve communications to different teams. Whether your nonprofit is holding video conferences or is back to in-person gatherings, you don’t want …
California Nonprofit Board Meetings Should Be ShortRead More
The Basics on Donor Advised Funds
One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …