by KimH | Mar 26, 2026 | Advisor's Desk |
Part 2: Making Smart Decisions With Surplus Cash When business owners talk about savings, many think first about not having enough. But an equally common—and often overlooked—challenge is knowing what to do when you do have extra cash on hand. This moment often shows...
by KimH | Mar 12, 2026 | Advisor's Desk |
The Power of Intentional Networking and a CRM by John Anderson REALTOR® – Lannon Stone Realty Networking should never be random. Business cards, coffee meetings, and events can create activity, but these activities alone do not build a sustainable business. The...
by KimH | Feb 11, 2026 | Advisor's Desk |
Savings Options for Small Businesses As tax season approaches, small business owners begin turning their attention to numbers—income, expenses, deductions, and what April may bring. It’s a time of review and reflection, but also an opportunity to think strategically...
by KimH | Nov 15, 2025 | Advisor's Desk |
When artist, educator, and entrepreneur Paula Keene talks about running a business, she doesn’t reach for a spreadsheet—she reaches for a paintbrush. “When I’m painting on a canvas,” she explains, “I start with a plan, but once I begin layering color, the composition...
by KimH | Oct 24, 2025 | Advisor's Desk |
A Short Year-End Planning Guide for Small Business Owners in Southeast WisconsinBy John Anderson Realtor®, John Anderson Realty In Partnership with Lannon Stone Realty As the leaves fall and our year-end season approaches, many small business owners across Southeast...
by KimH | Sep 29, 2025 | Advisor's Desk |
When most people hear “life insurance,” they think family protection. And they’re right—but that’s only half the story. For business owners, life insurance is also a practical tool for continuity, choice, and calm in the middle of chaos. As an advisor, a business...
