One of the most common questions we hear from small business owners is: “How do I pass my business to my kids?” Most people assume the answer starts with estate planning, trusts, or taxes. It doesn’t. The first question is more practical: Where is...
The Investor Who Stayed the Course: Lessons in Long-Term Investing By Drake Richey There is a photograph that used to hang in many brokerage offices, the kind of place with wood paneling and a ticker tape machine in the corner, where men in suits watched numbers...
The Life Insurance Conversation Most Families Avoid and Why It’s Worth Having By Drake Richey There is a moment, usually sometime in midlife, when you realize that the adults who once seemed permanent — one of your friends, your parents, grandparents, the...
Looking Back, Looking Forward By Jamie Bush In my junior year at Boston College, I signed a contract that took me into a world I was completely unprepared for, except that I liked people. Over the next 49 years, my career as an insurance broker blessed me beyond...
A Financial Checklist by Decade By Drake Richey Money planning isn’t about mastering every decade. It’s about seeing clearly where you are as a finite human being and responding wisely when you can’t see the future. This isn’t a performance review. Rather, it’s an...
Still and Still Moving: Exit Planning, Fear, and the Risk of Feeling Stuck By Drake Richey “Old men ought to be explorers.” T.S. Eliot wrote those words late in life, not as a call to ambition, but as a warning against becoming stuck. The danger, he suggests, is not...
