The 5 Players and Money Moves That Can Make or Break Your Business Exit

I recently saw the new F1 movie with Brad Pitt, and it was a reminder that even the fastest driver cannot win without the right team in the pit. Exiting a business is no different. Roughly half of business sales collapse before closing. Not because the numbers do not add up, but because planning, people, and process are not aligned.

Year-End & Beyond: Tax Planning Strategies for High-Net-Worth Families

As we approach year-end, many families are asking how to make the most of 2025 under current tax rules while also preparing for the changes ahead in 2026. The weeks between now and December 31 represent a particularly important window for proactive planning. Actions taken before year-end can reduce this year’s tax bill, strengthen long-term wealth strategies, and position you to take advantage of new opportunities in the years ahead.

[Money Moves with Maggie] 3 Cybersecurity Tips to Protect Your Finances Online

Cybersecurity Awareness Month is a good reminder to take a closer look at how you’re protecting your finances online. With so much of our financial life happening digitally, it’s more important than ever to keep your accounts secure.

📌 Topics covered:

Why strong, unique passwords matter

How to spot and handle texting scams

Setting up alerts to monitor your accounts
💡 Tip: A password manager and regular account alerts can go a long way in helping you stay one step ahead of fraud.

✅ Watch this quick video for three simple ways to strengthen your cybersecurity habits.

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