The Corporate Transparency Act and What It Means for Your Small Business

You’ve poured your heart and soul into building your small business. You’ve worked tirelessly, made sacrifices, and taken risks. Now, a recent law could impact how you operate. It’s called the Corporate Transparency Act (CTA). This law, passed in 2021, aims to crack down on financial crimes like money laundering and tax evasion by requiring […]
How Beneficiary Designations Put Your Family at Risk

You’ve worked hard to build your assets and secure your family’s future. Like many responsible adults, you’ve named beneficiaries on your retirement accounts, life insurance policies, and maybe even your banking and investment accounts. It feels good to know you’ve put something in place for your loved ones. But here’s the truth many financial advisors, […]