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Planning for a Pricey Pet

Pets can be great companions, so it’s probably not surprising that 94 million U.S. households own at least one.

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Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan (ESOP) is a type of qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees.

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Saving for College

There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power, and expanded horizons.

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One Big Beautiful Bill Act and the Small Business Owner

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes several provisions that affect business owners.

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Unpacking the Real Limits on Unlimited PTO

About 7% of U.S. companies offered unlimited paid time off (PTO) as an employee benefit in 2024, up from just 1% in 2014.1

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