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External events, like supply shortages and inflation, make running a successful business even more challenging. In today’s inflation market, business owners can be forced to make decisions they’re uncomfortable with, especially in terms of raising prices. It’s not uncommon for business owners to feel guilty or fearful that raising prices may do harm to their business.
Inflation, Costs, and Fear of Rising Prices
When people think about estate planning, many assume that having a will is enough to protect their family, preserve their assets, and ensure their wishes are carried out. While a will is an important foundational document, it is often only one piece of a much larger financial and legacy planning strategy. A comprehensive estate plan goes beyond simply identifying who receives your property after death. It is designed to provide clarity, maintain control, protect wealth, prepare for unexpected events, and create a thoughtful framework for how your assets will be managed during your lifetime and transferred to future generations.
Building an Estate Plan That Helps Protect Your Wealth and Legacy
We are halfway through the year. Most people pause around now to check in on the goals they set in January, the personal ones and the professional ones. Money rarely makes that list. It should. A mid-year look at your finances can answer a simple question. Are you still on track, and what can you adjust while there is time to adjust it?
Mid-Year Financial Check-Up: Are You on Track to Meet Your Goals?
For most people, success looks obvious from the outside. Fame. Money. Recognition. But according to former NBA player and entrepreneur Marko Jarić, the deeper lessons often begin after the spotlight fades. In a rare and deeply personal conversation on the WestPac Wisdom series, Marko opened up about the psychological transition from professional athlete to entrepreneur, father, advisor, and student of life. He spoke candidly about ego, identity, failure, spirituality, money, relationships, and what success actually means once the applause disappears. Marko’s story is not just about basketball. It’s about reinvention.
Marko Jarić on Reinvention, Success, and Finding Peace After the NBA
WestPac® Wealth Partners is proud to announce its inclusion on Inc.’s 2026 Best Workplaces list, earning recognition in the Financial Services industry category for multiple consecutive years. The annual list honors organizations across the United States that have built exceptional workplace cultures and environments that empower employees and associates to thrive, whether working in person, remotely, or in hybrid settings.
WestPac Wealth Partners Named to Inc.'s 2026 Best Workplaces List
This article discusses why Exit Planning is still important for owners who love to work. Many business owners love the companies they’ve founded, whether it’s because of the work they do, the changes they effect, the money their companies provide, or something else. When you carve out a comfort zone within your business, you might question why you would want to plan for your business exit. Today, we’ll look at a few reasons why owners who love their companies should still make plans to leave.
If You Love What You Do, Why Should You Make Plans to Leave
Most financial mistakes aren't made out of greed. They're made out of ignorance or worse, out of peer pressure. This time, financial advisor Joe DeLisi sits down with his 17-year-old daughter Amelia to talk about something she's already seeing among her friends: day trading. What they uncover is a pattern that affects young adults of every generation. The dangerous combination of boredom, apps, dopamine, and money.
Day Trading vs Investing: A Young Adult's Guide To Building Wealth
In honor of Disability Insurance Awareness Month, I’m shining a light on a risk that’s often overlooked, yet has the power to disrupt even the most thoughtfully designed financial plan. When people think about protecting their finances, they usually focus on market volatility, retirement planning, or life insurance. What’s often missed is the single asset that makes all of that possible: your ability to earn an income. Losing that ability is far more common than most people expect, and far more financially disruptive than many risks we plan for first.
Disability Insurance Awareness Month: The Most Overlooked Piece of Your Financial Plan
For most business owners, growth is good. But there are situations where growth can position the business to fail and business owners to burn out. Let’s look at a fictional but representative example of when growth can get out of control and why it’s so important to have a written process for handling your business’ growth.
The Business Owners Balancing Act Growth vs. Burnout
Most people don't start thinking seriously about money until their mid-30s or early 40s. By then, a decade of earning has already passed. Income that could have been invested, insurance that would have been cheaper, and habits that are far harder to build later on. The truth is simple: the earlier you make financial decisions, the more powerful they become. Time is the single biggest advantage young adults have, and it's too often wasted. This guide breaks down the most important personal finance tips for young adults, covering savings, investing, insurance, and student debt to help mitigate costly mistakes before they compound.
Personal Finance Tips for Young Adults: What to Know Before 30