Choosing a business structure is one of the most important decisions you’ll make when starting a business. Associate Financial Advisor Jonah Kearns breaks down the key differences between sole proprietorships, partnerships, LLCs, S Corporations, and C Corporations, including taxes, liability protection, ownership, and growth considerations.

An Employee Stock Ownership Plan (ESOP) can become one of your greatest retirement assets—or one of your biggest risks if left unmanaged. In this article, Associate Financial Advisor Joseph Browning explains the three critical phases of ESOP planning: understanding your plan, diversifying strategically, and creating a tax-aware retirement income strategy.

It’s that time of year again, benefits enrollment season! Financial Advisor Andrew Young gives an overview of the various benefits you may access through your employer-sponsored benefits program. As shared in the article, these benefits make up approximately 30% of your compensation, so understanding how to use them to their full potential is of extreme benefit to you. (Pun intended!)