by Holly Cloutier | May 25, 2021 | All, Business Exit Planning
An external or third-party sale is what most business owners envision when they think about exiting their businesses – selling to competitor, customer, or investor. Owners think they’ll simply find a buyer, get what they deserve for their business, and move on to...
by Holly Cloutier | May 25, 2021 | All, Financial Planning, Investment
The purpose of this article is to inform you of recent transactions within the Global Asset Allocation Strategy. As discussed during the First Quarter Market Update, the strategy has been considerably overweight equities in recent months. We have been believers in the...
by Holly Cloutier | May 25, 2021 | All, Business Exit Planning, Financial Planning, Investment
Minimizing your potential income taxes requires a regular review of your financial picture and the current tax strategies available to you. In fact, tax planning can be a year-round activity. Strategies to ConsiderAlthough your tax picture is unique to you, there are...
by Holly Cloutier | May 19, 2021 | All, Business Exit Planning
Preparing your business for a successful future often goes hand in hand with preparing your business for a successful sale. No matter whom you sell to—and even if you believe you’ll never sell your business—you should focus on catching Deal Killers. Deal Killers are...
by Holly Cloutier | Apr 29, 2021 | All, Financial Planning
In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been looking forward to your golden years. And we...
by Holly Cloutier | Apr 28, 2021 | All, Financial Planning
If the new economic reality has you looking for a whole new approach to your financial life, I urge you to consider the one that makes sense under any market conditions: a sound plan based solely on your personal financial and life objectives, created and managed with...
Recent Comments