Niche Insights

Business Owner's Outdated Estate Plans

85% of Successful Business Owners Have Outdated Estate Plans

A recent Forbes article reported that recent estate planning studies show that "around 85% of successful business owners have outdated estate plans, potentially leading to unintended consequences due to changes in tax...

Be Prepared for

Download Your Free Personal Contingency Plan Kit to start creating your plan with these 3 trusted tools:

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Master Business Preparedness

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Quality Vacation Time for Business Owners

🙌 Have you promised yourself that this year, you will immerse yourself in vacation and not get distracted by personal and business demands? If so, it's worth considering some techniques to ensure...
Mary Beth Simon Vienna-Sunset

Why Vacation Planning Starts Early for Business Owners

✈ Sometimes, all it takes to clear that "to-do" list is putting flight and hotel reservations on your calendar. 🏖 If you're motivated by vacation, then this may be the time of year...
Flowerbox Vienna Opera District

Are your team & business prepared for your vacation?

Does your business get in the way of enjoying a much-needed vacation? If yes, that can change. Now. One of the reasons that your business interrupts vacation is that preparing your team for your absence might amount...
Pregnancy and your estate plan

Your Advanced Directive & Pregnancy

Is your Advanced Directive still valid now that you're pregnant? Women CEOs anticipating a future pregnancy work with me to create contingency plans that prepare their business and personal life...
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When did you last try something new?

How do you feel about doing something new that you need help with? Let's face it. If you knew how to do it, you would have already. When a guide...
Tina Turner the Musical

Protecting Your Intellectual Property

In December. I got to see Tina Turner the Musical with my cousins in Philadelphia. As a huge fan, it was an honor to get an in-depth look at Tina's...
financial infidelity

Have you seen signs of financial infidelity?

Creating contingency plans with couples can prove to be a test of their financial honesty and transparency in the relationship. Financial infidelity shows up in secret bank accounts, debts, and purchases. According to a recent article...
Acadia National Park

How do you reward yourself?

As you gear up for the New Year, you may be thinking about when you'll make the 2023 updates to your contingency plan. The first quarter-ish is usually a good time of year to...