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Seven essential financial questions: No. 2
Are you in control of your spending? If you are like most people, you know how difficult that can be. As financial planner Mike Smith says, “Controlling your spending is hard because today wants all of your money and it rarely leaves any left over for tomorrow.” Given the relative ease with which...
Private equity: So misunderstood
Private equity has become a controversial presidential campaign topic. Private equity is so poorly understood, however, that people are taking sides without fully understanding it and its role in an […]
Down decade for VCs
As Mark Twain might have put it, the rumors of venture capital’s death in Colorado have been greatly exaggerated. But there are, well, some issues. According to the MoneyTree Report […]
Banking on the go
Cell phones are becoming such a vital part of people’s daily lives: Now small business owners are turning their phones into a cash management tool. Increasingly, busy executives are using […]
Small “S” corporation owners: Watch your wages
Business owners who provide professional services dodged a tax bullet recently with the defeat of the federal Senate Bill 2343, which would have extended the application of existing payroll taxes […]
The rise of the new breadwinner
Not all that long ago, when many of the Baby Boomers were children, women in the workforce were still in the minority, more of an exception than the rule. However, a trend in the 21st century now shows women increasingly becoming the primary breadwinner of their households. Women 50 and older repo...
When it’s time to take the money out
When it comes time to start withdrawing the money you’ve spent a lifetime accumulating in your retirement portfolio, you want to ensure that you make the right decisions. One that […]
Taking some chips off the table
For business owners with significant wealth tied up in their business, a recapitalization can be a way to realize some of that value today and potentially increase the value of […]
For mom, the family CFO
Being the chief financial decision-maker can be overwhelming if you don’t know where to start. But there are a few simple considerations that will help you better manage your family’s finances, educate them on financial matters and communicate effectively regarding money issues: • Keep your financ...
My attorney told me not to do it!
It may not be uncommon for business owners to call one of their advisors to complain, that their lawyer (or CPA or financial advisor) told them that they should not […]
The century’s most important commodity?
The most important commodity story of this century? Water, says Edward Kerschner, CFA and Senior Strategy Consultant with Morgan Stanley Smith Barney. “Current global water-usage levels are unsustainable,” says Kerschner, […]
Clash of the tax and retail titans
Since I counsel a lot of online businesses, including online retailers, I am often asked about the sales tax implications of online sales. Generally speaking, the answer is pretty easy: […]
