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While, on the surface, engaging multiple advisors to manage assets appears to offer the benefits of diversification, the reality is that there may be hidden costs to this approach
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- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
Studies show how difficult it can be for adult children and their parents to talk about their wishes and plans regarding caretaking, finances, estate planning and legacy issues as they age. While most elderly people don't want to become financially dependent on their children, some four in 10 families...
Read PostRegister today and join industry experts Jack Beauregard, Founder and CEO of Successful Transition Planning Institute, a nationally recognized expert on transition planning, who along with our internal expert, Carolyn Macedo, will share proven methods that help business owners think and plan for their business and personal futures.
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In our daily lives we are accustomed to a certain sequence of events; we expect everything to have a beginning, followed by the middle, and concluding with an end. Between the ending of the old and the beginning of the new, there is an unknown area...
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Entrepreneurs take pride in addressing issues head on, taking risks and making the tough calls that ultimately yield business success. But when it comes to thinking about what it takes to transition a successful enterprise, many entrepreneurs do not ask the tough questions...
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- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
Turmoil and mistakes could have been avoided with planning, but these are difficult conversations for families. Often, the focus is on money, a topic fraught with emotion. Sibling rivalry and resentments can interfere with setting priorities. Responsibilities need to be divided fairly, but fairness is often a matter of opinion.
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Jack Beauregard's reflects on his entrepreneurial career, and gives outlook as to how the drive for success comes with risks, and how to overcome these risks.
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With the failure of Congressional Republicans to repeal and replace the Affordable Care Act, tax reform is now thrust to the front of the line as the White House and Congressional Republicans look for their first major legislative policy win.
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Because a will only goes into effect after you die, it doesn’t provide any direction for your family if you become seriously ill or disabled during your lifetime. However, just as an advanced directive can provide guidelines for those who make decisions about your medical care, a trust can provide direction for the person who manages your financial assets if you are unable to.
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The Fed remains active, raising interest rates again in March following the December hike. As investors look to align the Fed’s rather dovish comments with a humming economy, it appears that, provided the Fed follows its expected path of three total interest rate hikes in 2017, investors are willing to accept higher rates. Equity market investors have experienced low volatility thus far in 2017, although market leadership has shifted somewhat. This shift perhaps reflects an acknowledgment that a foundation of strengthening global economic conditions deserves greater attention than U.S. fiscal stimulus.
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