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A man with short, curly hair is smiling while seated indoors. Overlaid text reads, "The Owner's Corner," and "EP1 John Barce." Diagonal white and blue transparent graphics decorate the image.

Owner’s Corner – Creating a Solid Succession Plan with John Barce (podcast)

January 24, 2022

John Barce is the Owner and Partner at Barrett McNagny LLP, one of the oldest law partnerships in Indiana. John is a premier business attorney who focuses his practice on business transactions, federal & state taxation, and estate & business planning. He completed his JD at the Indiana University School of Law, where he graduated with Latin honors. Since 2016, John has been recognized and listed in the Best Lawyers of America publication. He is also a

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Two children are sitting at a table holding 100-dollar bills in front of their faces. One child is wearing a red cardigan over a green shirt, while the other is in a plaid shirt. Papers and a pencil are on the table in front of them.

How to Teach Kids About Money at Any Age

January 18, 2022

Teaching kids about money is just like developing good manners and strong work ethics. Effective money habits aren’t innate. They have to be shaped with intention, guidance, and knowledge, and they usually begin with the parents. The toughest part of teaching anything is that it is not enough to say all the right things. The right things should also be modeled. Kids are observant. Your behaviors, decisions, and attitudes with money will shape their relationship

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A graphic design for "Executive Decisions: A Podcast for Business Leaders." The background features abstract green and white arrow designs. Text in the bottom left reads, "EP1 Sharon Mortensen.

Executive Decisions – Making The Tough Decisions For Your Business with Sharon Mortensen (podcast)

January 18, 2022

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. She earned a Bachelor’s degree in Communications from Defiance College and a Master’s in Counseling from the University of Texas. Sharon joins me today to discuss

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A close-up image shows a glass jar labeled "Savings" filled with coins. Adjacent to the jar is a folder partially labeled "Taxes" in bold black letters. The scene is set on a white background with a leather item partially visible in the foreground.

Tax Saving Strategies While Approaching Retirement

October 27, 2021

Taxes are difficult to avoid, but there are many tax saving strategies that can help you minimize your lifetime tax bill. Do you know what tax savings you’ll use when you retire? So much of retirement planning is focused on accumulating the largest nest egg possible. However, the income that your nest egg will generate can evaporate quickly if your tax bills are higher than they need to be. As Judge Learned Hand once said,

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Two paper cutouts of human figures holding hands are placed over U.S. dollar bills. The figures, representing people, are positioned on a wooden surface partially covered by the money.

The new Child Tax Credit. What is it all about?

July 16, 2021

The American Rescue Plan Act (ARPA) of 2021 expanded the Child Tax Credit and introduced some unique changes.  You likely have heard about this lately in the news or from your accountant. This outline provides direct links to IRS information, a breakdown of and how it may affect you. Does the Child Tax Credit change give me more money? One key feature of the ARPA is the credit amounts have increased for the 2021 tax

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A blue puzzle piece with "Life insurance" written on it is about to be placed into a white puzzle, signifying the importance of life insurance as an integral part of financial planning. The piece fits perfectly, underscoring how life insurance completes the overall financial picture.

What Is Life Insurance, and Do You Need It?

April 30, 2021

Life insurance is a sensitive topic. Nobody likes to sit down to discuss their mortality, but it is a conversation every responsible person should have. Life insurance can provide financial protection in the event a family member passes. There are many types of life insurance that could be considered for various stage of life, from birth to death. Who Needs Life Insurance? Life insurance can be a vital piece of a solid financial plan, particularly

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