by Jason Sechrist | Sep 21, 2023 | Money, Uncategorized
For many people, when they hit a tough time in their life, the go to advice from well meaning friends seems to be “don’t worry about it” and while this is often easier said than done, the basis of this advice is to control what you can control, and let go of what you...
by Jason Sechrist | Sep 7, 2023 | financial planning
Have you considered what needs to be done with your business when you are doing your estate planning? If you own a business, it is important to have a management succession plan and also have a buy/sell agreement for your business interests. You worked years to build...
by Jason Sechrist | Aug 31, 2023 | financial planning
While nobody anticipates emergencies, having a financial safety net is crucial for unexpected curveballs life throws your way. Your emergency fund is designed to be a cushion when urgent situations arise. It’s essential to know when to tap into those funds for genuine...
by Jason Sechrist | Aug 24, 2023 | financial planning
To find the right financial planner, first consider the type of help you want. Then explore fees, qualifications, your working relationship, investment details and more. Before you commit to a financial planner, you want to make sure you’re hiring the best person for...
by Jason Sechrist | Aug 17, 2023 | financial planning
Lax financial planning when it comes to taxes, risk management, exit plans and cash flow can hinder the growth and success of your business. Many entrepreneurs find themselves underserved when it comes to financial planning. They often rely too heavily on their CPA...
