Determining When to Accept a Buyout Offer and When to Walk Away: A Case Study
Our team frequently engages in conversations with business owners about how to know whether a buyout offer is “right.”
The High Price of Safety: Moving from Stocks to Fixed-Rate Products Amid Market Volatility
For many investors, the financial landscape over the past year has been marked by a confluence of factors that have made navigating the markets challenging.
When This Is Us Becomes This Is You: Navigating a Loved One’s Journey Through Dementia
The TV show This Is Us resonated with the sandwich generation—those simultaneously navigating the challenges of raising children and caring for aging parents.
Ideas to build a Financially Successful and Personally Fulfilling Business
Starting a business can be both exhilarating and overwhelming as you put your ideas in motion and work to build a viable enterprise. With so many moving parts to manage, planning your eventual exit can feel like you’re putting the cart before the horse.
Market Update January 2024
Over the last two months of 2023, the S&P 500 jumped 16%, small stocks leapt 24%, and yields on the 10-year Treasury dropped from 5% to almost 3.8%--huge moves in a short period.
Rule Breakers & Makers: The Differences between Entrepreneurs and Business Owners
The terms "entrepreneur" and "business owner" reveal subtle yet critical distinctions, especially in financial planning and wealth management.
Understanding Reverse 401(k) Rollovers: A Strategic Tax Move for Pre-Retirees
When the topic of rollovers in retirement planning arises, the focus often falls on transferring funds from an employer-sponsored 401(k) to an Individual Retirement Account (IRA).
Navigating Roth IRA Contributions and Conversions: A Guide for Near-Retirees
Planning for a successful retirement isn’t just about saving enough money; it's also about strategizing how you'll manage income and taxes once you stop working. For those approaching retirement, a Roth IRA can be a powerful tool in this regard, offering unique advantages over traditional IRAs.
Small Business Owners: Here’s How to Prepare for the Corporate Transparency Act
New reporting rules under the Corporate Transparency Act (CTA) will go into effect January 1, 2024, affecting millions of small businesses across the United States.
“Higher for Longer” Starting to Bite
To many people, judging from economic and political news since the summer, the world may seem more uncertain than ever.
“I Wish I Had…”: Avoiding Common Regrets as You Prepare for Your Third Act
No one envisions their golden years filled with regrets. But for many, retirement is a stark reminder of the missed opportunities and oversights that now stand in the way of financial freedom.
A Will Isn’t Enough: Preparing for the Hidden “What Ifs” that Can Compromise Your Golden Years
One of the greatest comforts in life lies in the illusion of certainty—particularly when navigating the uncharted waters of retirement.
Financial Planning Tips for Aspiring Women Business Owners
The entrepreneurial landscape is ripe with opportunity, especially for the many women with innovative and potentially game-changing business ideas.
Spotting the Financial Warning Signs of Cognitive Decline
Watching our parents age is never easy. But it can be even more challenging if they begin to show signs of cognitive decline.
Market Update: Is Improving Optimism Well-Founded?
Over the past three months, the economy has held up better than many expected. Rising rates have helped bring inflation down and slow economic activity enough, without heavy job losses or increased stress on the banking system.
One Fall Does It All: Aging in Place with Grace and Dignity
Life is a journey filled with endless opportunity, unexpected detours, and of course, the occasional setback.
Help Desk Scams Targeting Older Adults
Social engineering attacks use deception and manipulation to trick people into revealing sensitive information or performing actions that compromise their computer security.
From Our Front Desk to Your Living Room: Technology Solutions for Aging Loved Ones
Among the many aging adults who we meet while serving our clients, I can always count on hearing heartwarming stories of video calls with grandchildren or distant relatives.
How to Make Credit Card Rewards Part of Your Cash Flow and Financial Planning
Credit cards are a popular cash flow management tool among U.S. households.
The Beauty of a Cash Balance Plan
Insights for med spa owners looking to accelerate their retirement savings and take advantage of tax deduction opportunities
Building a Financially Successful and Personally Fulfilling Business
Starting and growing a business can be both exhilarating and overwhelming as you put your ideas in motion and work to build a viable enterprise.
An ER is a Terrible Place to Talk About Money for the First Time
Communicating your end-of-life wishes to your adult children is never easy. For many parents, it’s easier to wait until the time is “right” than to ruin a precious family moment...
Balancing Personal and Business Finances as a Med Spa Owner
One of the biggest challenges for any business owner is aligning your personal finances with your professional goals.
Economic Outlook: Update
If you’re an optimist, earnings season was broadly encouraging for investors. Companies did better than their lowered expectations and held to the view that trends remain better than feared.
