A Midyear Financial Reset: 7 Small Reviews That Can Prevent Bigger Problems Later

Mike Perros

Published on: 07/05/2026

A midyear financial reset can help catch small issues before they become bigger problems.

Finance

Passing the Baton: Preparing the Next Generation to Inherit Wealth with Wisdom

Mike Perros

Published on: 05/01/2026

Passing on wealth is about far more than transferring assets. It’s about preparing the next generation to understand your values, respect the responsibility, and use what they inherit with wisdom. This article explores how clear communication, early conversations, and intentional planning can turn wealth transfer into a lasting legacy - one built on trust, clarity, and shared purpose rather than confusion or conflict.

Finance