Articles
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
All, Business Exit Planning, Financial Planning
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?
Business Exit Planning, Financial Planning
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,...
Will Your Beneficiaries be Prepared for a Wealth Transfer?
All, Business Exit Planning, Financial Planning
Managing taxes and planning for long-term illness or death are essential parts of financial...
How Biden’s Proposed Tax Plan Could Affect the Sale of Your Business
There’s been lots of talk (and associated panic) about the Biden administration’s proposed tax...
Keeping it All in the Family? Understanding the Basics of a Family Business Transition
Often in a family business, especially one that is multi-generational, it is just assumed that the...
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