“Neither a borrower nor a lender be,” cautioned Polonius in “Hamlet.” William Shakespeare’s advice has gone on to form an attitude about debt that has survived countless generations. Most insurance professionals are financially conservative by nature, and their... read more
One leadership group that is poised to jump to the forefront as the Baby Boomer generation retires is Generation X. Born between 1965 and 1980, this once-ignored and underappreciated generation has slowly emerged to take over the C-suite. With multi-generational teams... read more
What’s going to happen in the world of CPA firm mergers & acquisitions? It is going to ramp up. Many Baby Boomers have already held on longer than they should, and there is a growing number of aging accounting practices with no succession plan of any kind. It is... read more
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