Are You Contemplating or About to Sell Your Business?

You have worked long and hard, built a successful business and have started to think about enjoying the fruits of your labor. You may be asking yourself, now what?

Read Post

Goldilocks vs. the Bear

The first use of the phrase “Goldilocks economy” is widely credited to David Shulman, a former Solomon Brothers strategist who used it to describe the U.S. economy in 1992. The characterization borrows a line from the popular children’s story, Goldilocks and the Three Bears, describing an economy that is neither “too hot” nor “too cold”, exhibiting periods of stable growth, modest inflation, and a low unemployment rate.

Read Post

Transferring a Business to Your Children

How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.

Read Post

Six life events that affect your financial plan – and how to prepare for them

While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.

Read Post

Signs Your Parents Need Help Managing Finances

Even the best financial plan can’t overcome the effects aging have on a person’s ability to make financial decisions. Though people are living healthier for longer, there is already evidence that a person’s financial decision making peaks in their 50s and by age 60, the ability to process...

Read Post