Michael A. Mayhew, CPA, PFS, CFP

01/30/2021

If you’re planning on passing on wealth to your family, make sure you still have wealth to give by taking the right steps ahead of time. https://cnb.cx/3jnAwJu

01/26/2021

Whether you established your will 3 years or 30 years ago, you should regularly revisit your plan with either an estate or financial professional to ensure you have accounted for every detail.

01/21/2021

Planning for the succession of your business may be one of the most important and critical challenges a business owner will face. See how a buy-sell agreement can help ensure the orderly transfer of your business.

01/18/2021

As a business owner, carrying insurance coverage for your key employees can help meet a variety of needs; their need for specific work benefits from you and your business need to retain their experience or skills.

01/15/2021

Failing to check in with your financial goals and aspirations may be holding you back from success down the road. Now’s the time to start! https://bit.ly/2Kf00NF

01/12/2021

If you’re early in your career, you might have some gaps in your financial plan. I’m here to help so you don’t have to plan alone. See how to get started! https://bit.ly/3ao8Sv8

01/07/2021

By getting a handle on these changes, you'll be able to start early with tax planning and put yourself in position to save as much as you can on your tax bill.

Here's your handy reference on the most important annual changes coming this year.