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Brown and Company Keeps You Posted

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January 15, 2020

5 Ways to Maximize the Value of Your Business

We know how much time, effort, and dedication it takes to create a successful business.  At the end of...
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January 11, 2020

Redefining Legacy: It’s Not Just What You Leave Behind

If we’re fortunate enough, there comes a point in our lives when we begin thinking less about the things...
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January 11, 2020

How We Provide Advice: A 150-Point Inspection

One of the most common questions we’ve heard from prospective clients over the years is “If I become a...
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January 9, 2020

A New Tool for Business Owners: The Buyout Barometer™

The best financial advice always originates from good questions. Conversely, missed opportunities and poor advice often stems from conversations...
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January 3, 2020

Employee Spotlight: Meet the Team Member (Danielle Berz)

This is the latest in a continuing series of posts where we feature a member of our team using...
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December 19, 2019

The SECURE Act Brings Big Changes to IRAs

To avert another government shutdown, Congress just agreed on a new spending bill. There’s been extensive news coverage of...
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December 13, 2019

Selling Your Business? Consider an Installment Sale

We’ve talked about different ways to transition a business, but now we want to consider how you can structure...
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December 4, 2019

Developing an Asset Protection Plan

On average, a new lawsuit is filed every two seconds in the United States. But few of us seriously...
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November 25, 2019

Employee Spotlight: Meet the Team Member (Ryan Csrnko)

This is the latest in a continuing series of posts where we feature a member of our team using...
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November 22, 2019

Infrequently Asked Questions for Business Owners

As wealth advisors, one of the most valuable things we do for our clients is prompt questions that they...
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November 15, 2019

Top 10 Year-End Planning Ideas for 2019

As we approach the end of the year, it is always beneficial to establish and review financial goals to...
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November 7, 2019

Employee Spotlight: Meet the Team Member (Mary Radke)

This is the latest in a continuing series of posts where we feature a member of our team using...
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November 5, 2019

How Do You Plan for Goals That Are at Cross-Purposes?

Goal setting is at the heart of financial planning and, yet, frequently one of those goals has the potential...
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October 30, 2019

Should You Pay Off Your Mortgage?

One of the most common questions we get from clients is whether they should pay off their mortgage as...
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October 16, 2019

Three Common Misconceptions About Medicare

One of the most prominent areas of concern for those nearing retirement is the cost of health care.  For...
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October 14, 2019

Employee Spotlight: Meet the Team Member (Erin Buis)

This is part of a new series of posts where we feature a member of our team using a...
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October 10, 2019

A Legacy That Really Matters: Resume Virtues vs. Eulogy Virtues

Often the focus of estate planning begins and ends with the execution of proper documents and the titling of...
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October 4, 2019

Employee Spotlight: Meet the Team Member (Chad Hamilton)

This is the first in a new series of posts where we feature a member of our team using...
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