Join us in celebrating our team, Coastal Wealth Management, that has been named to the 2026 Forbes Best-in-State Wealth Management Teams list! Our team’s passion for understanding our clients’ financial goals and values, and for helping them navigate with more confidence, is remarkable. We’re so grateful to work with our clients every day.
FOR IMMEDIATE RELEASE Lee Charities is proud to announce the appointment of Mitchell Lee as President. Lee Charities was founded in 2024 by David and Mitchell Lee with a mission to elevate the nonprofit and social services network in Baldwin County, Alabama through leadership, insight, and giving. The organization’s vision is to see Baldwin County nonprofits thrive through collaboration, connection, and shared resources. Lee Charities works to bridge community resources with organizations that are meeting
FOR IMMEDIATE RELEASEPerdido Key Area Chamber of Commerce Hosts 41st Annual Dinner Celebrating Leadership, Service, and CommunityPerdido Key, Fla. — The Perdido Key Area Chamber of Commerce held its 41st Annual Dinner on January 20th at the Grand Lagoon Yacht Club, bringing together members, community leaders, and local businesses for an evening of celebration, recognition, and transition in leadership.The event highlighted the achievements and dedication of chamber members while honoring those who have
The Corporate Transparency Act may require certain U.S. companies to disclose beneficial ownership information to FinCEN to combat financial crimes. While a Texas federal district court’s preliminary injunction puts this requirement on hold, many experts expect that to be overturned. In that event, failure to file could lead to fines of $500 per day, up to a maximum of $10,000, and possible criminal penalties. However, filing your Beneficial Ownership Information (BOI) report will help you avoid fines
In the dynamic world of business, the ability to plan for the future is a hallmark of enduring success. Business succession is not merely about passing the baton; it is about ensuring that the enterprise continues to thrive beyond the current leadership. This involves meticulous planning, from revising operating agreements to understanding the financial and tax implications of various exit strategies. By preparing for both expected and unexpected changes, businesses can maintain stability and foster
In a world where the loudest voices often dominate, introverted leaders possess a unique set of strengths that can drive incredible success. Rather than seeing introversion as a limitation, this article aims to showcase how these often-overlooked traits can be transformed into powerful leadership tools. By leveraging their natural inclinations towards thoughtfulness, composure, and active listening, introverted leaders can create inclusive, innovative, and highly productive teams. If you’re ready to