Blog

Read our take on the Economy and Modern Finance

  • Exit without regret: when to sell your business
    Exit Without Regret: When is the right time to sell your business?
    Portrait of Lauren Russo

    By Lauren Beckett
    January 2, 2026

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  • A spoiled adult child naps on the couch - how to prepare your heirs to inherit
    Teaching Stewardship, Not Entitlement: How to prepare children for inheritance
    Peter

    By Peter Coughlin
    December 30, 2025

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  • Exit without regret: the emotional side of selling your business
    Exit Without Regret: The emotional side of selling your business
    Portrait of Lauren Russo

    By Lauren Beckett
    December 26, 2025

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  • Family sitting on the steps of a large colonial home in the suburbs - family legacy planning
    What Do You Want Your Wealth to Mean? Legacy planning for high-net-worth families
    Peter

    By Peter Coughlin
    December 22, 2025

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  • Exit without regret: the things money can't buy in a business sale
    Exit Without Regret: The things money can’t buy when selling your business
    Portrait of Lauren Russo

    By Lauren Beckett
    December 19, 2025

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  • A woman and her adult daughter discuss their finances
    The Secret to Keeping Wealth in the Family: Talk to your kids about your money
    Peter

    By Peter Coughlin
    December 15, 2025

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