Why wealth management and succession planning should be done together
Premier Bank’s Denise Glinatsis Bayer on figuring out the right wealth management strategy for business owners who are succession planning.
Update your estate plan before scheduled 2025 tax changes
Huntington Bank’s Jim Altman on wealth and estate planning moves that should be discussed well ahead of potential 2025 tax law changes.
Ensure your business funds are FDIC-insured by utilizing treasury management services
First Federal Lakewood’s Alix Kaufmann on how businesses can keep their funds FDIC-insured.
What to consider when planning for an exit and an ownership transition
Huntington Bank’s Jim Altman on transition options for owners and how to set up a post-business financial future.
How your business benefits from better communication with your banker
Premier Bank’s Tara Silva on why businesses should regularly communicate with their banker, regardless of whether the news is good or bad.
What medical professionals need to know about acquiring a practice
First Federal Lakewood’s Eric Jones on what medical professionals need to know when acquiring a practice.
Recession fears lessen but reason for concern remains
Huntington Bank’s Jim Altman on the economic conditions in the U.S. and what they might mean for business leaders this year.
How private bankers can simplify banking for business owners
Premier Bank’s Jennifer Scroggs on private bankers, what they do, who can benefit from their services and how to choose the right one.
Remediate inefficiencies in your receivables process
Huntington Bank’s Jim Altman on the receivables process and how a closer look can uncover opportunities to improve efficiency.
Why businesses should work with an SBA preferred lender bank
First Federal Lakewood’s Dell Duncan on why businesses should consider working with an SBA Preferred Lender bank and what the benefits of SBA loans are.