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Why Valuation Matters for Closely-Held Businesses
We are all working toward an end-of-business ownership event, whether it's an external sale, an internal succession or a transition to your family through an estate plan. Whichever path you hope to take, the change will arrive someday. Knowing this, it's vital to have a strategy in place.
When to Consider Converting to a Roth IRA
Evaluating income tax rates, the ability to pay taxes on the conversion with non-IRA assets, estate tax, minimum distribution requirements and additional income tax considerations.
What to Know About Medicare Part B Premiums
As you prepare for the next chapter in your life that includes Medicare, it’s important to learn about your options, costs, and benefits so you can feel confident in the decisions you make.
How to reach your money goals in 2020
There’s a chance your goals – and your financial situation – could change in 2020, so it’s a great time to make sure your activities still reflect your aspirations and priorities.
How to use microloans to grow your business
Small businesses need capital to grow, and cash flow is rarely enough to cover the investment that opportunity requires. Microloans offer an ideal balance of accessibility and affordability for small business growth.
Is a HELOC or second mortgage right for you?
The first thing to understand about home equity is the different ways you can use your home to deliver a cash injection – the two primary ways are a home equity line of credit (HELOC) and a home equity loan, which is often called a second mortgage.
The Power of the Pause: The Age of the Mini Recession
The pauses experienced in the most recent economic expansion have curtailed these potential threats, allowing the U.S. economy to grow modestly and perhaps extend the current expansion cycle for several years.
There is No Alternative to Equities: A Look Back at the 2019 Markets
How to reconcile the stunning returns of stocks in 2019 with all the supposed bad news for the markets? Quite simply: TINA, or “There Is No Alternative”— to equities, that is.
Retirement is great: But is there enough money?
By considering these four questions, you can create educated assumptions which will allow you to estimate how many investments you’ll need to support your paycheck in retirement.
A 2019 Year-End Guide for Investors
Most people may not realize this, but 2019 was the best year for the markets since 2013, which proves nobody can accurately predict what the markets are going to do from year to year.
Consider the gift of scholarship for year-end charitable giving
Scholarships are uniquely personal in their impact. Donors have the opportunity to be extremely thoughtful in the design and qualifications of the scholarship.
There is no free lunch: The elimination of trading commissions
Commission-free trading is a positive development, but brokerage firms will still need to make money somehow to stay in business. Investors can save money by not keeping too much cash on the sidelines and negotiating the best margin rate possible.
