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Securities and advisory services offered through Commonwealth Financial Network^®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Financial planning services and fixed insurance products and services offered by Zeller Kern Wealth Advisors are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IL, IN, ME, MN, MT, NH, NV, OR, NY, TN, TX, VT and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

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What Steve Writes About

What Steve is Reading

A Cash Balance Plan May be a Great Tax- Reducing Benefit to A Business Owner

Choosing Your Team of Advisors in Business Exit Planning

The Family Meeting Series: Discussion of a Shared Value – Gratitude

Family Values: A Critical Component of Family Legacy Planning

What’s Your Purpose in Retirement?

How a Business Owner Can Utilize an ESOP to Exit Their Business

How Business Owners Can Increase Value in An Economic Downturn

A Methodical Way to Increase the Value of Your Business – As Part of An Exit Plan

When is the Right Time to Get a Valuation of Your Business in Planning Your Exit?

A Key Employee Incentive Plan is Vital for a Successful Business Sale

The Business Owner Will Exit Their Business, One Way or Another

Preparing for an Unexpected Fatal Illness

Handling Sudden Wealth: A Guide to Protecting, Managing and Utilizing Sudden Wealth

Family Legacy Development: The Anatomy and Importance of Family Meetings

Begin the Journey of Developing a Family Legacy with a Family Retreat

Preserving Family Wealth is a Generational Effort

Asking Powerful Questions

Exiting Your Business Happily, Often Requires a Strong Personal Vision

Considering the Roth IRA Conversion after the Secure Act

Build a Successful Business Exit Plan by Using a Planning Process