The "Keep IN" initiative is meant to get small business owners thinking about how to hand off their companies when they leave, instead of closing them down — and prompt potential successors to consider entrepreneurship through acquisition.

Who says personal finance has to be all spreadsheets, stock charts, and retirement calculators? A growing number of financial advisors are taking a broader approach, blending traditional wealth management with conversations about family, psychology, lifestyle, and even faith. Rather than simply telling clients where to invest, many now focus on helping people build healthy financial habits that can support them through every stage of life.

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A group of stylish young entrepreneurs walking together outdoors engaged in a conversation.