Carolyn De Baca

Sell. Selling. Sold! A three-part series on business transition from Windes Wealth Management   Congratulations! You’ve made the strategic decision to sell your business. This is a pivotal moment that demands careful planning and execution. While you might be sitting across the table from investment bankers, brokers, and other advisors, having a dedicated team in […]

Sell. Selling. Sold! A three-part series on business transition from Windes Wealth Management For many entrepreneurs, selling your business is a dream fulfilled. It signifies years of hard work, dedication, and, ultimately, a successful exit strategy. But selling a business requires careful planning, preparation, and a dash of finesse. What are the keys to a

Imagine this: You walk into a doctor’s office with a nagging cough. The doctor listens intently and runs some tests. But instead of creating a comprehensive treatment plan, he simply prescribes some medication that treats only your symptoms.  The prescription might help you stop coughing, but it really doesn’t solve the underlying issue. We all

Did you know? Sixty-three percent of remarriages involve stepchildren. Imagine this: Mike, Carol, Marcia, Greg, Peter, Jan, Bobby, and Cindy. A modern Brady Bunch. Estate planning in even the happiest of sitcom-blended families can be a complex dance, often posing unique personal and financial challenges that can intensify as wealth transfers from one generation to

Money. Religion. Politics. Where to go for dinner. As humans, we tend to shy away from uncomfortable conversations. Inheritance planning may feel like one of those off-limits topics of discussion, but it shouldn’t be. According to a Wells Fargo Wealth & Investment Management survey, parents talk with their children about money, but more than a

Picture this: You’re cruising down the economic highway when suddenly, a sign declares, “INFLATION ZONE AHEAD!” Then, as you tug on your seat belt to confirm it’s secure, another sign says, “DEFLATION DANGER – PREPARE FOR PLUNGE!” You’re worried, cautious, and mostly, you’re as confused as you were in driver’s ed class when they tried