OUR THOUGHTS

Chris Zeches Named to the LPL Ambassador Council

Tucson, AZ — April 11, 2023 — Chris Zeches from Zeches Wealth Management, based in Tucson, AZ, announced that he has been named by LPL Financial (LPL) as a new member of the LPL Ambassador Council.

Actionable Advice

Leadership in Changing Times: How to Lead Effectively, Maintain Employee Morale, and Manage Teams Through Periods of Change

Effective leadership is crucial during periods of change. Today, we’ll explore strategies for leading your business, maintaining employee morale, and managing teams through transitions.

Fair Shares to Your Heirs: Strategies for Adjusting Inheritances to Account for past Financial Assistance

Since they were children, you’ve done your best to be fair. Now, you are looking at your estate planning and desire to leave a fair and equitable inheritance among your heirs. But achieving that can be a complex matter. Today, we’ll explore strategies for adjusting inheritances to ensure fairness and harmony.

Cybersecurity for Small Businesses: Essential Practices to Protect Sensitive Data and Systems

Cybersecurity breaches and attacks have been increasing at an alarming rate. Even amidst the rising statistics on cybersecurity issues, many business owners think it can’t happen to them. But you know the old saying: forewarned is forearmed. So, today, we’ll explore essential practices to protect your sensitive data and systems from cyber threats.

Living Legacy: Transformative Ways to Pass Wealth to Your Children

Creating a living legacy by passing wealth on to your children DURING your lifetime can be a transformative experience. Let’s explore the strategic ways to accomplish this and discuss how it might impact your estate planning.

Business Valuation Techniques: How to Accurately Value Your Business for Sale or Retirement

Understanding the value of your business is essential, whether you’re planning to sell your business or are considering retirement. Today, we’ll discuss key business valuation techniques to help you see the value of business valuation.

Navigating Life’s Changes: The Crucial Need to Update Your Estate Documents

Life is full of changes, and your estate plan should evolve accordingly. Today, we’ll explore the importance of updating your estate documents to reflect your current wishes and circumstances.