Is Long Term Care Insurance Right for You?
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.
Is Long Term Care Insurance Right for You?
Retirement Planning
Avoid These 5 Pitfalls When Selling Your Business
Avoid These 5 Pitfalls When Selling Your Business
Few will ever go through the process of selling a business. Here are five pitfalls to avoid if you happen to be one of the lucky ones who have the opportunity to sell!
Which Assets Do I Spend and Which Do I Pass On?
Which Assets Do I Spend and Which Do I Pass On?
When it comes to spending and passing on your assets, don't miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!
Case Studies – Which Assets to Spend & Which to Pass On
Case Studies – Which Assets to Spend & Which to Pass On
Part two in our What to Spend & What to Pass On series - three case studies to demonstrate how to apply these principles with a variety of primary objectives.
Should I Pay Off My Mortgage Early?
Should I Pay Off My Mortgage Early?
I’m thinking of paying my mortgage off early. Being debt free would feel great, but is this a good strategy? Should I be investing those extra dollars instead?
The Mega Backdoor Roth Solo 401(k) for Solopreneurs
The Mega Backdoor Roth Solo 401(k) for Solopreneurs
The Mega Backdoor Roth 401(k) has typically been reserved for select Fortune 500 companies. Here's how you - the Solopreneur - can access this little known strategy!
6 Things that Affect the Value of Your Business – Guest Blog
6 Things that Affect the Value of Your Business – Guest Blog
If you are like most business owners, the bulk of your wealth is the value of your business, and at some point you want retire and harvest the value you have built. The majority of small to medium sized business owners only sell once, so the odds say this will be your first time selling a business. So what should you pay attention to? Here are six things with the biggest impact on the value and salability of your business.
Taxes & Highly Appreciated Assets – An Introduction
Taxes & Highly Appreciated Assets – An Introduction
You might be an early employee at Microsoft, a successful real estate investor, or the owner of a small business that has taken off. In each case, you own something worth a lot more than when you first acquired it. Now you’re staring down a large capital gain tax bill if you sell. Are you just stuck or is there anything you can do? We have a few ideas!
Taxes & Highly Appreciated Stock
Taxes & Highly Appreciated Stock
You might be an early Microsoft employee, tech company executive, or have been gifted shares of stock as a kid. You’d like to diversify, but the resulting tax bill seems almost as big as the portfolio itself! In Taxes & Highly Appreciated Stock, we’ll look at a case study and strategies to consider if you find yourself in this situation.
Taxes & Highly Appreciated Real Estate
Taxes & Highly Appreciated Real Estate
You own a few rentals, maybe an apartment building or two, and you’re looking at simplifying your life by selling them and retiring, but the tax bill is daunting. In this Real Estate Edition of our Strategic Guide to Highly Appreciated Assets, we’ll look at a case study and strategies you might consider if you find yourself in this situation.
Taxes & Highly Appreciated Business Ownership
Taxes & Highly Appreciated Business Ownership
What started as a dream in your garage is now a thriving business! You’ve worked hard and now see a sale in your future…and a sizable tax bill. In this Business Owners Edition of our Strategic Guide to Highly Appreciated Assets, we’ll look at a case study and strategies to consider if you find yourself in this situation.
When Should I Take Social Security?
When Should I Take Social Security?
When should I start Social Security? Should I take it now or wait until I’m 70? We hear this question in almost every retirement planning meeting. The right choice depends on your specific needs, but this guide will help you weigh your options and pick the best one for you!
How to Enroll in Medicare when Turning 65
How to Enroll in Medicare when Turning 65
Turning 65? Medicare can be a daunting topic, but this guide should help understand your options and build your plan to successfully enroll!
Is Your Home an Investment?
Is Your Home an Investment?
“Why are you throwing away money on rent when you could own?” Have you ever heard this? Its core assertion is that renting a home is an expense while owning a home is an investment. For most homeowners, however, this is unlikely to be the case.
The Mega Backdoor Roth – A Hidden 401(k) Benefit
The Mega Backdoor Roth – A Hidden 401(k) Benefit
Microsoft led the way in a rarely utilized benefit within their 401(k) plan – the after-tax Roth conversion. And, slowly but surely, other companies are adopting this plan feature. So, how does it work, what other companies offer it and is it worth it?