Business Owners: Have You Planned for Your Succession?
Most entrepreneurs envision working forever. The thought of giving up control and putting yourself second in the queue is challenging. But passing the baton to future leaders is a critical part of business success.
Why Entrepreneurs Should Think Twice About Target Date Funds
If you are a busy business owner in the prime of your life juggling finances, career and family – kids of your own plus aging parents – parking your liquid assets in a Target Date Fund (TDF) might look like the simplest investment solution to set it and forget it.
Small Business Owners Looking to Save Big Might Consider Cash Balance Plans
Cash balance plans are a hidden gem for high-income business owners who’d like to boost their retirement savings while lowering their tax bill.
Key Questions to Ask Yourself Before Buying a Second Home
It's finally happening — you've decided to pull the trigger [...]
Discover How to Make Your Annual Bonus Work Harder for You
With the new year well underway and many of us [...]
Real Estate as Part of Your Overall Wealth Strategy
Real estate is more than just bricks, mortar, and stud [...]
Xennials & Crypto: Is It a Good Match?
If Boomers used the stock market to unlock generational wealth [...]
Discover Who CornerCap Is
CornerCap takes a unique, wholistic approach to wealth management. Learn more about how we listen to your story and make your financial planning align with your personal life goals.
Are 529s the Secret Weapon in Your Family’s Financial Plan?
Do you pay K-12 private school tuition? If so, did [...]
Should You Be Exploring Long-Term Care Insurance for Your Aging Parents?
As parents get older, a question looms large over their [...]