A Common Sense Guide to Heart Health
It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your…
The Right and Wrong Way to Be a Risk-Averse Business Owner
As most of you know all too well, entrepreneurship is not for the faint of heart. It’s hard work. It’s stressful. The hours are long and there’s very little certainty…
Hot Take: US Stops Subsidizing Global Growth
When all we hear is the daily negativity of politics, we become jaded and start to believe that we are in the worst of times. However, when we dig deeper…
What’s Your Business Really Worth?
This would be a simple question to answer if your company was publicly traded. If you’re working in the private business world and you’ve tried to gauge whether you can…
How Second-Generation Business Owners are often Different from Founders
I’ve noticed that business owners tend to fall into two camps—first generation and later generation. Business families and their advisors who don’t take the time to understand the differing management…
Wills & Trusts: The Foundation of your Rock-solid Estate Plan
For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition…
7 Keys To Help Children Successfully Join Family Businesses
You have worked very hard to build a successful business. The dream has been to have children join you and continue the legacy that the founder started. But, before you…
5 Smart Ways to Build a Moat Around Your Wealth
Have you taken steps to protect the assets you have worked so hard to build? Chances are, you know someone who has been sued. Maybe that someone is you. The…
Dave Hunt Earns Certified Business Exit Consultant Designation
As seen in the Daily Reflector, Milestone Wealth has announced that Dave Hunt recently earned the Certified Business Exit Consultant Designation from Pinnacle Equity Solutions and the International Exit Planning Association (IEPA).The…
True Wealth Management for the Business Owner
Managing your investments is just the tip of the iceberg Key Takeaways True wealth management entails much more than just investment consulting. Is your advisor coordinating a team of…
