In this segment, B&E President Sarah Kaelberer shares critical documents you want in place not only for aging parents but for children age 18 and older.
Critical Documents for Your Children & Your ParentsRead More
Multi-Generation Succession
Background: A family business we have worked with for years had one owner ready to retire and now facilitates a 4th Generation Succession. The owner ready to retire has been involved in the business for close to 50 years, so his exit was quite emotional! The transition would need to be one that not only had the proper legal structure and financial benefits but confirmed this family legacy was carried on and all parties felt appreciated and respected in the transition. It’s rarely just about the numbers!
Adjusting Your Business Value
Background: A long-time business client had not updated their business’ value in a few years, so when they decided to make the necessary updates, the value had significantly increased. While this is a great problem to have, it does create additional issues in the entire business plan; specifically in this case relative to insurance coverages. …
Creative Compensation Strategies to Retain Key Employees
In a tight labor market, what strategies beyond your health care and retirement plans can help companies retain their most critical employees? B&E President Sarah Kaelberer offers creative compensation strategies to recognize and retain a lasting relationship with key employees — with your best interest in mind.
Creative Compensation Strategies to Retain Key EmployeesRead More
Succession Planning and Celebrating the Future
In this segment, President Sarah Kaelberer and Vice President Laura Maksymkow share some exciting news that will benefit us all for years to come! Learn about B&E’s partnership transitions and the company’s more than 40 years history and long term future plans to continue to serve you with your interest in mind.
A Good Place to Save Money
Background: In a lackluster interest rate environment, it is not uncommon to have clients ask where they can find a safe place to save some cash and at least earn a little bit. Bank rates for Certificates of Deposit or Money Markets are exceptionally low and Bonds carry Interest Rate Risk – so if rates …
Everyone Saves More and Gains Flexibility
Background: Sometimes people want to have the ability to save more for retirement than they are; however, they are limited by various Retirement Plan rules. Depending on the type of plan a client is utilizing, they may have a very small limit such as $5,500, or a very large limit of well over $100,000. Our …
Simple Problems with Creative Solutions
Background: Our clients often come to us with a focus on one or two priority problems. As we dig a little deeper, we often find that they may have other issues they were not aware of. Not only are there issues they are not aware of, the issues often affect other areas of their overall …
