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 […]
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, […]
by Agatha Johnson, featured in Family Business Magazine Oct 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 […]
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 […]
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 […]
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 […]
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 […]
“You’re invested in the family enterprise. Invest in your personal purpose, too.” ~ Aggie Johnson, WillKate Founder When you look ahead and imagine your own retirement, the first place your […]
When Steve and Paulette Hohn of family business MDS Manufacturing started looking at life after the business that’s been central to their lives for 40 years, they knew they needed help […]
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