April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that…
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Many, many business owners go to work each week with uncertainty about how things are going. They’re not sure how much cash is in the account, or when more will be coming or going. They’re…
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A common thread among business owners that we work with in our financial planning firm is that basically everyone wants to minimize taxation. While we should all pay our fair share, there’s no reason to…
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The appeal of a Roth IRA is easy to see: any money you put into the account now will grow tax free for the rest of your life. Not only that – unlike tax deferred…
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Selling your business may feel like a daunting prospect, and doing so successfully takes substantial time and energy. But selling your business can also offer a host of benefits. Being such a large decision, you’re…
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The combination of high inflation, the Federal Reserve’s aggressive program of rate increases, and economic and geopolitical uncertainty has meant volatile markets and the vanishing of traditional sources of portfolio diversification. Progress has been made,…
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Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture…
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Planning for retirement is something you’ve probably been doing for a good part of your working life. You’ve saved, invested, and mapped out your post-retirement life and goals. As you get to the point that…
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Determining the right investment plan for you usually comes at the end of your financial planning process. After an extensive review of your current situation, assets, debt, income, and future goals, the final step is…
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Waiting until 65 to retire isn’t as easy as it used to be – especially since, for many people, their retirement age is now closer to 67. But retiring early and successfully requires planning to…
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