Hey – Michael here. Happy Friday to our community of forward-thinking business owners and professionals. Here’s a dose of inspiration and practical advice wrapped in the success story of one of our client families. Today’s reading time: Just under 5 minutes. Meet James and Sarah Meet James and Sarah, a couple like many of you…
The Fourth of July is more than just a holiday; it is a testament to the courage, vision, and resilience of those who fought for the freedoms we enjoy today. With respect to Independence Day and our team’s families, we will close our office on Thursday, July 4th, and Friday, July 5th. We will resume…
My take = Getting started is the difficult step Hey, Michael here from Tannery Company, a leading firm in family wealth management. Happy Friday! As we wrap up another week, I’m reaching out to touch upon a subject that’s often rich in possibilities yet can feel as complex as Picasso’s art: discussing family wealth. Why…
Does Your Financial Plan Reflect Your Ambitions? Discover the Tannery Company Difference “Is this all there is to financial planning?” If you find yourself asking this, you’re not alone. Many see financial planning as an overwhelming checklist: cash flow, retirement, investment, insurance, estate, business planning—where does it end? Typically, you might choose to tackle it…
This Father’s Day is a particularly poignant one for me. I lost my Dad in March, and his absence feels especially acute as we approach Father’s Day. Our Father’s Day is always a time to fire up the grill, tell stories, and perhaps have one or more adult beverages. This year, there will be no…
The calendar says it is Summertime, you want to plan the beach vacation and the headlines are about layoffs. Job security is a never-ending soap opera. Rather than pretending that it will not happen to you, do a layoff checkoff and you can know how the financial implications of losing a job will impact you….