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Early Retirement Planning: The 3 Mistakes You Should Be Avoiding
Currently, the average American predicts that they’ll be retiring at the age of 66. And if you offered to pay them to retire early, 25% of individuals believe that they’ll need at least $1 million...
Retirement Income Planning Checklist: 5 Questions To Answer Right Off The Bat
Retirement planning is something that people should always think about, but the way that they think about it and its level of precision changes as they approach retirement. Earlier in life, you’re...
The Complete ‘Selling a Business’ Checklist: For Our No-Stone-Left-Unturned Folks
As you think about selling your business, you may feel overwhelmed by the complexities that demand your time and attention. You’ve spent years transforming an idea into a thriving company and...
The Importance Of Succession Planning Sounds Like A Broken Record: But Don’t Ignore It
There’s no way to put enough emphasis on the importance of succession planning. Consider for a moment all that you do for your business–from all of the major strategic decisions to the small daily...
Biden’s Capital Gains Tax Plan: The Good, The Bad, And The Ugly For Business Owners
Think back to December 2020: we knew that Joe Biden was elected President but--with the Georgia Senate seats still in a toss-up--we didn’t know what Congress’s makeup was going to be. That meant...
Tax-Loss Harvesting Explained
If losses hurt, psychologically, twice as much as gains bring joy – why would you ever sell a security at a loss if there are other options available? You may have asked yourself this at one point...
Forecasting May be Fun, But Acting on Probabilities is Critical
I’ve written about forecasting in the past. Specifically, how forecasting is relatively useless in the context of creating or changing an investment portfolio. No one has a crystal ball, and no one...
Preparing a Will Checklist: 3 Items You Can’t Forget
So, you STILL haven't completed your Will? It’s not nearly as intimidating as you might think. Simply, it’s a legal document that goes into effect upon your death and tells your heirs where you’d...
Will or Trust…Which is Better? A Wealth Manager’s Take
What happens after you die? No, I’m not talking angels or pearly gates. What I really mean is, how are you sure your loved ones are taken care of? Thinking about the future beyond your own death is...