December 2025

Staying financially organized is one of those things people assume should feel simple, but most individuals and small business owners eventually realize it behaves more like a moving target. Expenses drift. A document goes missing.

Buying a business seems like a single decision, but anyone who has stepped into that process knows it turns into a dozen decisions stacked on top of each other. You look at the numbers, yes, but you also end up looking at long-term risks that don’t show up in a spreadsheet.

Being named as an executor sounds straightforward until the paperwork arrives, the deadlines stack up, and phone calls from financial institutions start coming in.