Becka Borody Becka Borody

Develop a Family Bucket List

August 10, 2022

Summer flies by fast, but if you're a parent, you probably feel like your kids are growing up even faster. Let’s make a family bucket list!

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Advice First Financial Group Advice First Financial Group

Should I Transfer My Business to a Family Member?

June 22, 2022

Effective succession planning is usually a multiyear process that requires careful analysis, clear goal setting, and close coordination between a company's internal teams and external service providers.

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