Stephen White Agent at New York Life

03/27/2026

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will keep the economy humming in 2026. What are your thoughts?

Bigger tax refunds and resilient consumers will keep the economy humming in 2026.

03/26/2026

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a great time to review your tax return and explore strategies that could help you reduce your tax burden and strengthen your long-term financial goals. Message me if you’d like to schedule a quick review and see what’s possible.

03/26/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

03/10/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

03/09/2026

Running a small business means wearing a lot of hats, but National Employee Appreciation Day is a perfect reminder that you don't do it alone. Your employees show up and keep things moving every single day. Take a moment today to say thank you. If you're thinking about ways to invest in your people for the long haul, let's connect.

02/25/2026

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance, which can become overwhelming.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance becomes wealth.

02/25/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

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02/04/2026

In today’s job market, finding great people is hard—but keeping them can be even harder. Robert Keebler’s guide for business owners explores how thoughtful retention strategies—from flexible work options and recognition programs to long-term incentives like profit-sharing and deferred compensation—can dramatically improve employee satisfaction and retention. Once you’ve read the article, let’s talk about how you can reward loyalty and strengthen your company’s future. https://bit.ly/3MnZ3CP

02/03/2026

Understanding the intricacies of business valuation is an essential skill for entrepreneurs and business owners. Whether you’re preparing to sell, managing estate taxes, or planning for future growth, a clear grasp of how a business is valued can profoundly impact decision making. Watch this video to expand your understanding and make informed decisions by mastering these essential business valuation principles.

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02/02/2026

The sudden loss of a key team member can have devastating effects on a business, and without proper planning, business owners face the risk of having to pick up the financial pieces alone. Watch James’s story to learn more about how business owners can protect themselves from unforeseen losses.

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01/30/2026

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/4qefwrh

01/30/2026

Business owners like Evan can find themselves in a challenging position when a star employee resigns. Watch Evan’s story to learn how executive bonus arrangements can be essential for the ongoing success and stability of any business.

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