Donating to a cause you care about is rewarding. Unfortunately, not all charities are created equal.
Taking the proper precautions before giving ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.… Read More
The October Jobs report saw a stronger-than-expected gain of 261,000 non-farm payroll jobs. However, with the unemployment rate edging up to 3.7%, the stubbornly tight labor market may be gradually softening.
Weekly-Market-Recap-11.7.2022Download
Would you like help creating your dream exit?
You’ve got that little voice in the back of your mind telling you it’s time for the next adventure.
You’ve put in thousands upon thousands of hours of your blood, sweat, and tears to build your business into something incredible.… Read More
With over half of the market reporting, our current estimate for 3Q22 S&P 500 operating earnings per share (EPS) is $52.42. If realized, this would represent y/y growth of 0.8% and q/q growth of 11.9%.
Weekly-Market-Recap-10.31.2022Download
When, Why, and How To Choose A Plan That’s Right For You
(especially if you’re already enrolled)
Whether you’re looking into Medicare for the first time, or taking advantage of annual enrollment to update your strategy, we’ve broken down the critical choices you must make into a simple decision-making tool (including the easy-to-understand questions you MUST ask yourself before choosing a plan).… Read More
The 2017 Tax Cuts and Jobs Act (“TCJA”) created incredible estate planning opportunities for savvy Americans. However, the massive changes introduced by the SECURE Act of 2019 have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of…
Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money
Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) All because your will, trust, or estate plan hasn’t been updated to reflect the new laws.… Read More
Many Americans think: “The only way to decrease my taxes is to reduce my income.”, but there’s a better way.
You suspect you’re paying too much in taxes, but you make too much money to fall into any of the categories that lead to lower tax payments.… Read More
As a business owner, you worked hard to grow your business. Securing your future doesn’t end with growing your customer base and getting sales. You must also provide financial security for your employees.
Along with wages, a small business owner’s financial responsibility includes offering a benefits package.… Read More
When it comes to any business, wishing upon a star won’t ensure its future. Historically, remember the case of Michael Eisner (past chairman and CEO of The Walt Disney Company). First, Eisner’s “second-in-command,” Frank Wells, died in a helicopter accident in Nevada.… Read More
For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources:
Social Security
Social Security is the government-administered retirement income program. Workers become eligible after paying Social Security taxes for 10 years.… Read More
Donating to a cause you care about is rewarding. Unfortunately, not all charities are created equal.
Taking the proper precautions before giving ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.… Read More