Safeguarding Family Values While Managing Generational Wealth

March 29, 2023

When it comes to passing down intergenerational wealth, many families tend to mistakenly narrow their focus on the logistics—how they will transfer their assets with strategies like trusts, gifts, life insurance, etc… But there is so much more to it than just the “how.” What about the “why”? Transferring generational wealth involves more than just […]

Family Business Succession Planning: Why the Journey Is More Important Than the Destination

March 8, 2023

When you think about transitioning out of your family business, what do you envision? Is it the day you hand over the keys to your successor? Or maybe it’s the retirement party your loved ones will throw you, where you’re surrounded by friends and family. While we tend to associate the idea of “succession” with […]

What the SECURE Act 2.0 Means for Your Retirement (Hint: It’s Probably Less Than You Think)

January 26, 2023

In 2019, Congress passed the SECURE Act, which raised the beginning age for Required Minimum Distributions (RMDs) from 70 1/2 to 72 and effectively killed the “stretch” IRA, among other things. And perhaps in another few years, we will have a SECURE Act 3.0 to decipher, but for now let’s take a moment to cover […]

How to Communicate with All Members of Your Family Enterprise

December 27, 2022

Whether you’re the founder or inheritor of your family’s business, you know the challenges involved with communicating across multiple generations of family members. Even if all parties generally get along, messages can get lost in translation or interpreted improperly often. Unfortunately, family enterprises rely on clear communication and the alignment of goals amongst generations. The […]

Walking the Tightrope of the Family Business Transition

November 7, 2022

by Agatha Johnson, featured in Family Business Magazine Oct 2022

Is Your Portfolio on Track?

October 25, 2022

4 Benefits of Delegating Management of Your Held Away Accounts with Will-Kate Do you have a 401(k)? 403(b)? HSA? Or even a 529 education savings plan or variable annuity? Do you know how the investments within those held away accounts are performing? How about how the investments within those accounts are allocated? For many individuals, […]

Agatha Johnson Interviewed by Prairie Family Business Association

September 30, 2022

Just recently, I had the sincere pleasure of being interviewed by The Prairie Family Business Association (PFBA) about lessons I learned growing up on a multigenerational family farm and how they helped shape what WillKate is today.  Spoiler alert: It all goes back to my great-grandfather, Edward Kappenman, who immigrated from Germany and purchased farmland in north-central […]

How Rising Interest Rates Could Affect Your Portfolio Allocation in Retirement

June 13, 2022

From their double-digit highs in the 1980s, interest rates have been on a long and steady decline, reaching historic lows the last couple of years. This has been great news for anyone purchasing a home or taking out a loan, but especially for investors holding bonds. This is because bond values have an inverse relationship […]

Market Conditions We Haven’t Seen in 40 Years

May 25, 2022

Is the Venerated 60/40 Portfolio Too Risky Right Now? Much has transpired over the past weeks and months that have investors potentially bracing for a recession. Not only has the Fed started raising interest rates to combat inflation, but the market briefly entered into bear market territory on May 20th, 2022 when the S&P 500 […]

family enterprise

Create a Sustainable Family Enterprise in a Post-pandemic World

January 7, 2022

As we embark on 2022 and beyond, family enterprises have the opportunity to re-imagine why and how they do business. With purposeful planning, many constructive ways exist to move forward from where you are today to create a sustainable family enterprise in a post-pandemic world. To set perspective for the future it helps to take […]