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Finance

The role of trusts in estate planning

When you create an estate plan, there are many considerations to take into account. Among these considerations is whether you need a will or a trust.

Staying Lean on Legal While Forgoing VC Funding

What’s a scrappy, innovative entrepreneur meant to do when they have to stay lean while budgeting for one of the most notoriously exasperating business expenses -- legal? Risk is absolutely inherent to growth, and as such, legal counsel is a non-negotiable aspect of any successful business.

A Break-Even Analysis of Social Security Considerations

Our analysis for determining the right strategy for clients considers the following factors: 1) break-even analysis, 2) portfolio withdrawal needs, 3) earnings test and 4) planning for married couples. For this article, we will be focusing on break-even analysis.

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.

Is Poor Contracts Management Costing Your Company?

Setting up the systems and processes once so you never have to worry about it again is more than a smart business decision – it’s risk mitigation, revenue realization and a faster and smoother process for financing events or exits.
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