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Recent Blog Posts
The Role of Insurance in a Broader Financial Plan
Insurance is often treated like a separate purchase, but in a broader financial plan, it functions as risk funding. It helps answer what happens if in
June 20, 2026
What “Wealth Management” Actually Means—and What It Doesn’t
Wealth management is not a sales pitch for one account, one product, or market opinion. It is an organized process for aligning money with goals, fami
June 10, 2026
How Much Life Insurance Should I Have? Human Life Value
Life insurance should be based on the financial value a person provides, not only on a quick income multiple or a policy amount that sounds comfortabl
May 20, 2026
Why Diversification Is About More Than Owning Multiple Investments
Diversification is often described as owning several investments, but the concept goes beyond having many holdings. A portfolio can include multiple f
May 10, 2026
What “Retirement Ready” Really Means—and Why It’s Not a Single Number
Retirement readiness is not the moment an account balance reaches a round number. It is the point where income, expenses, investments, taxes, health c
April 20, 2026
How Trusts Help Wealth Last Beyond One Generation
Wealth can grow quickly, but keeping it organized over time takes more than saving and investing. A trust is a legal arrangement that holds assets for
April 10, 2026
Planning for Healthcare Costs in Retirement
Many people assume retirement planning is primarily about income replacement, but healthcare expenses can significantly affect long-term financial sta
March 20, 2026
Why Estate Planning Is About More Than Distributing Assets
Most people start thinking about estate planning when they ask who will receive the house, savings, or business interests after death. That matters, b
March 10, 2026
Key Questions Business Owners Should Ask Before Planning an Exit
A business sale can unlock decades of effort in a single transaction. At KINNECT Financial, we help entrepreneurs across Florida and the United States
February 20, 2026
Podcasts
Probate & ABCs in Probate
Probate is a word many families hear at one of the most difficult moments of their lives, yet few truly understand what the process involves un
February 05, 2026
What Would Happen If One Passes Without Proper Estate Planning?
Many people assume that if they pass away without an estate plan, their assets will simply “work themselves out.” In reality, dying without a
January 29, 2026
KINNECTing Your Financial Future
We recently had the opportunity to join Episode 54 of The Bunker Talk Podcast, where our founder, Chad Tourin, sat down with host Ciara for an
January 27, 2026
Employment Contracts
Too many businesses rely on informal agreements when it comes to their most important employees. But a handshake or verbal agreement offers little
January 22, 2026
New Partnership Audit Rules
Partnerships have long been a popular business structure, but recent changes to IRS audit procedures have introduced risks that many owners do not
January 15, 2026
Succession Planning
For many business owners, the focus is naturally on growth, operations, and day-to-day demands. But one critical question is often postponed: what
January 08, 2026
Exit Planning
Every business owner eventually faces an unavoidable question: what is the ultimate plan for the company you have worked so hard to build? Whether
January 01, 2026
Entity Selection
The legal structure you choose for your business is far more than a formality — it directly affects taxation, liability exposure, management fle
December 25, 2025
Characterizing or Mischaracterizing Employees
Worker classification is one of the most misunderstood — and heavily scrutinized — areas of business compliance. Treating individuals as in
December 18, 2025
Businesses That Go Through Probate
Many business owners focus on growth, profitability, and day-to-day operations, but overlook a critical vulnerability: what happens to the company
December 11, 2025
Advisors not Communicating with Each Other
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, we explore a critical issue many business owners
December 04, 2025
Not Having a Shareholder & Buy-Sell Agreement
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, we address a foundational issue that many busine
November 27, 2025
Commingling Business and Personal Accounts
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, we examine one of the most common but dangero
November 20, 2025
In The Community
Planned Giving Council
Topic: Vital Role of Tax Diversification in your Financial Planning
November 20, 2024
Podcast for Coastal Wealth about Financial Education
See Instagram Video on below link. https://www.instagram.com/mycoastalwealth/reel/C-vLNNROaAI/
August 17, 2024
Podcast for Proseer with Jeffrey Rudner
In this episode, Jeff Rudner, Co-Founder of Proseer, and Chad Tourin, President of Coastal Wealth's Private Client Group and a seasoned profession
July 29, 2024
Podcast on the Wealth Future Lawyer
Season 1 E 11 Crushing Law School Debt: Chad Tourin on a Game-Changing Strategy
November 30, 2023