Blog

Selling Your Business to Fund Your Retirement

For many, owning a business is the American dream come true, and making management decisions that grow your business brings...

Managing Debt Before Retirement

Carrying consumer debt into retirement can quickly reduce the monthly cash flow available to spend on healthcare, travel, and leisure...

Grants, Loans, and Programs to Benefit Your Small Business

Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year...

Should Parents Wait to Transfer Wealth to Their Heirs?

Many families have plans to give their children and grandchildren financial gifts when they die, but it might make sense...

How the 2021 Estate Tax Exemption will Affect You

Every year the federal government decides how much of your estate isn't subject to taxes when you die. This year,...

Why Millennials are Planning Their Long-Term Care Now

Millennials are victims of many stereotypes, but the one that portrays them positively suggests they're a planning generation. They research...

Using Life Insurance as a Wealth Transfer Vehicle

Does your estate plan include transferring your wealth onto your family? Have you looked over potential tax implications? It's important...

Is There Really Such a Thing as a Guaranteed Rate of Return?

Guaranteed returns, you ask? Yes, but it's complicated – one simple word can make a big difference. If you have...

Where to Live if You Prefer Zero Social Security or Pension Tax

We spend years of our life working and saving for that retirement dream, and as you get closer, it's important...

Cryptocurrency and Bitcoin – The New Funny Money

Cryptocurrency is a form of digital payment that can be exchanged online for goods and services. Many companies have issued...

Retail Comes Back

Another encouraging sign for the recovering economy: Retail sales rose 17.7 percent in May from the previous month, setting a...

The Online World Is Taking Over

Here's a sign of how much of our lives we spend online these days: Nasdaq announced on Friday that DocuSign,...