Tyler Boling of Gateway Financial Partners

10/14/2026

Many families use the terms executor and trustee interchangeably, but they play very different roles.

Executor: carries out instructions in your will, usually through probate.

Trustee: manages and distributes assets placed in a trust.

10/13/2026

Tax laws change. Families grow. Assets shift.

Without regular updates, a trust may not function as you intended.

If it’s been years since your trust was reviewed, it may be time to ensure it still reflects your goals and today’s laws.

09/30/2026

At its core, financial mindfulness is about bringing a moment-to-moment awareness to financial decisions, echoing the broader mindfulness techniques used in mental and emotional health. Forbes has more!

https://www.forbes.com/sites/financialfinesse/2024/05/07/financial-mindfulness-the-key-to-enhancing-your-financial-life/?sh=48b668db11d5

Implementing financial mindfulness can be straightforward with the right strategies. Here are some practical steps to incorporate it into your daily life.

09/24/2026

It's a fact! Exit planning isn't just for retirement.

Health events, partnership disputes, or market downturns can force a transition earlier than expected.

A plan is useful even if you’re years away from selling.

09/22/2026

A buy-sell agreement protects your business if an owner departs unexpectedly. But the real challenge is funding it.

-Cash reserves can strain operations

-Loans may disrupt growth plans

-Insurance can provide liquidity but must be structured carefully

Aim to revisit your funding method regularly so it aligns with both your retirement strategy and business cash flow.

09/15/2026

The way you exit shapes how employees, customers, and your community remember your business. Planning ahead lets you decide what that legacy looks like.

09/10/2026

Why do valuations often come in lower than expected?

Owners overestimate worth

Financials aren’t clean

Too much reliance on a few customers

Weak management team

Each of these can reduce buyer confidence, and the price they’re willing to pay.

09/08/2026

Growth shows what you’ve built. The way you exit shows what it all meant.

A thoughtful succession plan helps align the transition with your goals, your people, and your legacy.

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09/07/2026

This Labor Day, we recognize the people whose hard work, dedication, and contributions keep businesses, communities, and industries moving forward.

Happy Labor Day

08/30/2026

What if work-life balance was viewed as a two-way street?

This article explores how redefining the employer-employee relationship can benefit both sides.

https://www.forbes.com/councils/forbeshumanresourcescouncil/2025/08/05/why-employees-and-employers-should-rethink-work-life-balance-as-a-value-exchange/

The key is that there has to be a value exchange between employers and employees.