Category Archives: OnCourseArticles
Business Transition: Reasons to Plan Ahead
Successful business owners are adept at running and growing their businesses, yet many don’t stop [...]
Tax Loss Harvesting: Don’t Let a Loss Go to Waste
This article was co-authored with James Sherrard. Most people are familiar with traditional means of mitigating [...]
Defining Financial Success
While many people have an idea of what financial success looks like, they often fail [...]
Approaching Retirement: 7 Things to Consider
The sooner you lay a foundation for your retirement strategy, the better prepared you’ll be [...]
Key Considerations for Maximizing Wealth During Inflation
This article was co-authored with Bob Tabor. Long-term inflation like we’ve experienced for the past [...]
Passing on Wealth: Considering Multi Generations in Your Strategy
This article was co-authored with Jana Hovey. Thinking about how to pass along wealth to [...]
The Importance of Updating Estate Plans
For many people, estate plans are a difficult task to get around to. And once [...]
Tips for Managing a Concentrated Stock Position
There are many reasons a person may find themselves in possession of a large holding [...]
Estate Planning Isn’t Just About the Future
People often think about estate planning as a financial tool triggered by a person’s passing. [...]
How To Supercharge Your Charitable Giving
Giving back is a common and noble gesture that is fairly well engrained throughout much [...]

