2024 Year in Review – A Legacy of 75 Years

For 75 years, our firm has been built on a foundation of unwavering support for our communities, fostering strength, health, and prosperity. Each year, we are privileged to work alongside dedicated individuals, businesses, and municipalities, witnessing firsthand the incredible work they do to meet the needs of those around them.

December 19, 2024

Harnessing the Power of Habits for New Year’s Resolutions

Like most people, I want to do better so I can be better, and with that comes the question of how to better myself. Honestly, I’d like it just to happen, but that’s not reality! So, I’m left with the challenge of figuring out how to im

By: Shawn Moore  Date: December 19, 2024

New Year Reflection and Planning

New Year Reflection and Planning Exercise As we step into the new year, it’s the perfect time to pause, reflect, and set meaningful intentions for the year ahead. We understand that navigating high stress, constant change, and the responsibility of supporting others—while also maintaining your own well-being—can be a delicate bala

By: Lida Bannink  Date: December 16, 2024

The Corporate Transparency Act & BOI Reporting

UPDATE: As of December 3, 2024, a preliminary, nationwide injunction has been issued regarding the Beneficial Ownership Information (BOI) report associated with the Corporate Transparency Act. A U.S.

By: Michael Dixon  Date: December 12, 2024

Grinch-Proofing Your Holidays: Essential Estate Planning Talks with Parents

The holiday season can be full of joy, but nothing spoils the cheer quite like unspoken family matters. Among these is estate planning—a critical topic that many families put off discussing. Opening up about estate planning can feel daunting, but it’s one of the most valuable steps you can take to “Grinch-proof” your holid

December 9, 2024

Turning Challenging Performance Reviews into Opportunities for Growth

We tend to avoid difficult conversations; because they are difficult and challenging, but that’s where the opportunities are resting; the between places.  The next time you give a challenging performance review keep these tips in mind. Let the company’s mission statement become the foundation for the conversati

By: Shawn Moore  Date: November 12, 2024

Building a Resilient Workplace During Election Season: Conflict Management for a Polarized Time

As we approach our next presidential election, we stand at a crossroad with a wide range of social issues becoming increasingly polarized, many employees bring strong opinions and perspectives into the workplace, whether intentionally or not. These differences in viewpoints can sometimes lead to friction, misunderstandings, and even conflict among team members.

By: Shawn Moore  Date: November 1, 2024

A Millennial Perspective on Estate Planning: Why It Matters More Than You Think

When you hear the term “estate planning,” what comes to mind? For many millennials, it might conjure up images of wealthy individuals drafting complicated wills or dividing vast assets. But estate planning isn’t just for the rich, the elderly, or those with families—it’s for everyone, and the sooner you start, the b

By: Jade Klemmensen  Date: October 2, 2024