The Blog

The weather is starting to cool here in the Sunshine State. Eager to see the beginning shift in our southern seasons, my wife and I took this opportunity and brought our kids to a deluge of Orlando theme parks recently.

Now that you’ve decided to start a new business or buy an existing one, you need to consider the form of business entity that’s right for you.

The proliferation of medical malpractice gives many physicians pause. If you are a physician and you have not begun estate and asset protection planning, you are leaving yourself, your family, and your practice severely exposed.

First and foremost, let us make one thing very clear, life insurance has very legitimate purposes for many people planning for their, and especially their loved ones’, future. That said, in my experience, no single product is more widely abused by commission-hungry salesmen than life insurance. In my view, any insurance is a difficult pill to swallow.

It is an event every business owner has thought about – selling the business. This guide is no substitute for an ongoing relationship with an advisor, but it should serve as a roadmap for making the most of your post-sale life.

Whether you’re a current business owner or a budding entrepreneur burning with the next great idea, one of the most important steps you can take on your road to success is creating a business plan.

The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January 2025. Learn about the significant provisions in this legislation below.

If you are self-employed or own a small business and you haven’t established a retirement savings plan, what are you waiting for?

As Tropical Storm and potential Hurricane Idalia approaches the West Coast of Florida, here are the top 5 things you should know as an insured…