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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.

CEOs: Start with purpose, values, vision and strategy

When leaders have no governing principles (e.g., values, vision and strategy), decision-making is random, and chaos ensues.

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.

10 Reasons Why Your Best Employees Quit

The main reasons people quit relate to workplace environment, which means they are under your control. In order to win the war for talent, you first need to understand why people quit and then rethink your people strategies and their unintentional consequences.

What does the future hold for Colorado workers?

Workplaces are going to evolve as new technology takes hold, and the pace of change is likely to become more disruptive than the change itself. And amid this change, we cannot lose sight of what will never change: People are an organization’s greatest asset.

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.

Organizational Effectiveness: Working on the Wrong Problem

Organizational challenges often have symptoms that don’t readily illuminate the underlying issue. In order to solve the problems truly plaguing your organization, it’s time to do some digging and problem-solving.

New Year, New Laws: What Colorado Employers Need to Know

Starting soon, new and revised labor and employment laws will take effect for Colorado employers that have the potential to cause significant disruption.

Prioritize your health in the New Year

There are many factors that play a role in your health, but one that you can control is making a commitment to start living a healthier lifestyle.
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