In-Depth

St. Croix Advisors, located in Hudson, WI, seeks to be a resource, providing information for both clients and curious web browsers alike. This part of the St. Croix Advisors website allows you to arm yourself with information about the topic(s) on your mind. Feel free to skip around, as there is no correct order in which to read the information. St. Croix Advisors is here to answer any of your questions. If you do not find the information you seek on the website, feel free to contact St. Croix Advisors, and Brett Anderson will be happy to answer any and all of your personal wealth management and financial questions!  

Topics For Business Owners

Business Owners Questionnaire

• Business Continuation at the Death of an Owner

• Business Succession Planning: What Happens To Your Business If You Don’t Walk In The Door Tomorrow?

• Business Succession Planning: How Do You Put A Price On Your Business?

• Business Succession Planning: Plan now and use the options at hand. 

• Buy Sell Agreement - Why Bother? Part One

• Buy Sell Agreement - Why Bother?  Part Two

• Compensation Planning for Business Owners

• Considerations for Buy-Sell Arrangements

• Cross Purchase Agreement

• Deferred-Compensation Plans
• Defined-Benefit Plans

• Defined-Contribution Plans

• EBITDA  Is Only Part Of The Equation!  Part One 

• Entity Purchase Agreement
• Escrowed (Trusteed) Cross Purchase Agreement
• Key Employee Insurance - Why Get Key Employee Insurance? 

• Necessary steps for business owners in the event of a disability

• Objectives of the Family Business Owner 

• Wait and See Purchase Agreement

• What happens after you're gone? Be prepared

Insurance

• Covering Your Bases - Do you have enough life insurance?

• Life Insurance Audit

• What is Life Insurance? – Types Of Life Insurance 

Protecting Your Assets

• Bad Things Do Happen!

• Charitable Giving - It's something worth talking about

• Do you need a will?

• Guard Your Identity - Steps to Take

• Preserving your family's way of life through business succession planning

• Small Business Insurance And Commercial Insurance

Retirement Strategies

• EBITDA  Is Only Part Of The Equation!  Part Two

• Financial Considerations for Her

• Get the most out of your IRA's later in life

• Maximize Your Tax Deductions With Your 401(k)!

• Profit Sharing Basics

• Retirement - Do you have a plan? Has it changed?

• Social Security: The good, the bad, and the ugly

• Thinking Beyond Traditional Retirement & Compensation Plans

• What's your financial game plan? Don't just throw in the towel!

• 2011 Estate Tax Repeal (and other tax changes)

• 2011 and 2012 Federal Tax Updates

• Plan now for tomorrow's tax uncertainty 

Financial Planning

• A committed Financial Advisor on Your Team

• Achieve your goals

• Financial Planning for Business Owners