Posts you may be interested in
Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.
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Running a business shouldn't be a one-person operation. Having the right advisors at your side can help you make the correct decisions across your company. However, how do you find these advisors and be sure they're the right fit?
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A nonprofit endowment fund can be an integral part of an organization's long-term planning. It shows both current and potential donors your commitment to a cause while also expanding your reach. However, there are some things to keep in mind before establishing one.
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If you need to establish the value of your company, there are many approaches available to help you do so.
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The 2017 Tax Cuts and Jobs Act has been finalized and 2018 marks the first filing season that they will be fully applicable. Here’s a quick overview of how the changes impact you as you file your taxes this year.
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Individuals at various life stages view the pursuit of wealth differently. Millennials, not entirely seeking peace of mind right now, see wealth as a gateway to happiness. Contentment can wait until later.
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There's a new wave of entrepreneurs itching to take on the challenge of small business ownership, and they belong to a generation that many regard as uninterested in embracing the challenges of running a business — despite the fact that some of them include the founders of Facebook, Instagram, Tumblr, Spotify and countless other startups.
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- Optimizing Operations
- Economic Perspectives
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- Market Commentary
As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.
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By using a disciplined business cycle approach, investors can identify key phases in the economy to achieve active returns from sector allocation.
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If you own real estate—perhaps a vacation home or income property that has increased substantially in value over the years—and you want to keep it in the family, there are a number of planning strategies you can use to help minimize the estate and gift tax consequences of the transfer.
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