Articles
4th Quarter Market Summary for 2021
Quarterly Update for the Quarter EndingDecember 31, 2021 Running into the Wind Marathon runners...
Curious About Cryptocurrencies?
Cryptocurrencies have taken the world by storm. At a price of about $43,000 as of the writing of...
Three Common Financial Mistakes That can Decrease the Value of a Business
Focusing on Tax Minimization Many business owners operate their companies to minimize income...
Economy and Market Still Hinge on Covid Trends
While the economy is still expanding, the pace of the expansion growth slowed a bit in the third...
3 Ways to Position Yourself and Your Family for Future Success
Many business owners support their families through their businesses. If something were to happen...
Do You Need Help With Social Security?
Background: A client that had been recently widowed was both frustrated and emotionally drained...
Proactive Estate Planning
Background: A client purchased a second property in a popular summer vacation area. They planned...
Do You Want a Tax-Free Retirement?
Background A client came to us concerned about the enormous tax liability they would face in...
Weighing All Your Options: How One Business Owner Made the Choice Between Selling Internally or Externally
Background: The majority owner of a lucrative firm, with approximately 50 employees, is ready to...
Life After Your Business
Most business owners have dedicated the vast majority of their adult lives to building their...
Stocks Continue to Rally, but Reopening Stocks Feel the Pinch in June
The economic recovery from the pandemic continued and equities surged during the first half of...
When do you Plan to Retire?
By the time you reach 72, your qualified retirement accounts, including your 401K and your IRA,...
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