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March 13, 2023 You’ve undoubtedly seen the troubling news stories over the weekend regarding the closure of Silicon Valley Bank headquartered in Santa Clara, California and Signature Bank in New York City. This news may be raising questions for clients across all our communities.  I am reaching out to assure you that Plumas Bank …

In our first of this 2-part series on succession planning, we laid the foundation for succession planning — quite literally — by talking about its foundational role as part of the business plan.  But we also discussed the importance of staying flexible; if the past few years have taught small- and medium-sized business owners anything, it’s …

Apple. Gucci. Disney. Starbucks. All big brands with enviable business models, right?  Wrong — or at least as it pertains to succession planning.  All four of these business behemoths experienced serious operational hiccups due to flawed succession planning. And considering corporate giants have been known to undertake succession …

When you’re a child, finding a dollar in the street and adding it to your shiny new bank account may be a major life event. When you’re middle-aged, funneling money into your retirement account feels like a big win. And when you’re retired, having enough money in savings to live comfortably is a major accomplishment. While every stage of life …

Consider this question: What’s your biggest financial goal — as an individual or a business owner? For many people taking the Consumer Federation of America’s “America Saves Pledge,” one of the top responses: getting out of debt. (The pledge, by the way, is part of America Saves Week — an annual event beginning the last Monday of February and …