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The best way to do due diligence
Three Mistakes to Avoid When Conducting Acquisition Due Diligence By Jeffrey E. Johnston and TJ Kern In most middle market merger and acquisition (M&A) transactions, the buyer and seller agree […]
Retirement income inflation
Many of us think of inflation simply as an increase in prices of consumer goods, such as gas and food. But there’s another type of inflation that impacts the price […]
A financial transition checklist
The potential for change is one of the few constants in life. Whether your circumstances evolve unexpectedly or as the result of careful planning, you may have to alter your […]
Seven tax actions to take before it’s too late
With the possibility that the “Bush era tax cuts” will be allowed to expire at the end of the year, 2012 tax planning should start now. While some tax reduction approaches can be postponed, here are seven techniques that may require action in early 2012:
Can you afford to grow?
The down economy over the past several years has forced many business owners to focus on their cost structure and run a more lean enterprise. This effort has resulted in […]
The financial facts of life
By default, parents are usually the primary source of a financial education. However, many young people may receive allowances—or even sizable inheritances—without a sound base of knowledge in saving, budgeting, […]
Pay now — or pay more later
Generally speaking, the old adage “you get what you pay for” holds true. While we may find the super deal or bargain now and then, most often you are better […]
The muni bond exodus
Historically, municipal bonds have not generated national headlines, but the fiscal problems facing many state and local governments have led to newsworthy concerns about the future of these securities. As […]
How to spot an overheated market
We are having a very nice run in the Dow Jones Industrial Average. The Dow has finally closed above 13,000. It was last at that point in 2008. Has the […]
Embracing the cloud
In last month’s article Doing Well and Doing Good, my colleague Beth Busenhart talked a lot about the importance of managing the impact of social investments and the role web-based […]
Insurance for the future?
The cost of long term medical care is a primary risk management concern, especially as people age. In Colorado, the median cost of a private room in a nursing home […]
FAQs about 401(k) plans
Because your retirement planning is so important to your future well-being, you should ask questions about the retirement plans available to you and how they work, as well as how […]
