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The holistic wealth viewpoint

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4 min read
Business insurance and planning: Key strategies for owners

When it comes to business insurance, options abound. Thinking ahead to optimize benefits and outcomes is crucial. Whether for buy/sell, key person, cash, or executive benefits planning, our experts share strategies you may not have thought of.

Mark Meyers Wealth Management
Article February 25, 2021 4 min read
Man working at home in casual clothing using his laptop computer at a kitchen table.
4 min read
Preserving your digital legacy: How to include online accounts in your estate plan

Digital assets such as online investing accounts, social media profiles and blogs, and photo-storing sites could be lost forever when you die, if you don’t plan ahead.

Drew Hayes Wealth Management
Article February 24, 2021 4 min read
Multiple people sitting, listening to a presenter
5 min read
Want to reward staff? Consider a nonqualified deferred compensation plan
A nonqualified deferred compensation plan can be a highly effective way both to motivate critical staff and to lay a strong foundation that supports the long-term success of the business you worked so hard to build. Here are five things you need to know.
Katie Redle Wealth Management
Article February 11, 2021 5 min read
Businesswoman leaning over a desk gazing out the window to her side.
3 min read
Is your business qualified for tax-free life insurance payouts?

Businesses that take out life insurance policies on owners and employees may find the death benefit to be taxable, unless they meet certain requirements at the inception of the policy. Here’s what you need to know. 

Steven J. Gibson Wealth Management
Article February 9, 2021 3 min read

Deep dive: The holistic wealth viewpoint

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