by Jason Sechrist | Feb 20, 2024 | College Planning, financial planning
The arrival of a newborn is a momentous occasion for parents that often prompts them to consider their child’s financial future. While it might seem far away, they realize large expenses may come as the child reaches adulthood, including college, a house and a...
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...
by Robert Sechrist | Aug 14, 2023 | financial planning
A financial plan is a roadmap that helps you achieve your goals. Financial planning can be done on your own or with a professional. A financial plan paints a comprehensive picture of your current finances, your financial goals and any strategies you’ve set to...
