When Did You Last Review Your Estate Plan?

Every new year, many people make resolutions to better themselves. In deciding where and how they want to improve, a person is really assessing their priorities in life. Our situations and goals change, so we need to stop and evaluate whether we’re on the right path ... CONTINUE READING

A Crash Course on Offshore Finance 

Like the Panama Papers released in 2016, the Pandora Papers published in October 2021 expose the financial secrets of some of the world’s wealthiest people. In particular, they detail how the very rich use offshore finance to hide the extent of their wealth.

But what exactly is offshore finance? Why do people use it? Is it even legal to use ... CONTINUE READING

6 Retention Strategies That Actually Work

Retention is crucial to your business. According to Investopedia, acquiring a new client can cost five times as much as retaining an existing one. And if that doesn’t convince you, research from Bain & Company and the Harvard Business School both show that a 5% increase in customer retention can boost profits by as much as 95% ... CONTINUE READING

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