The financial planning and investment landscape changes at a dizzying speed – and often with conflicting messages. Read our team of experts’ advice on saving, spending, investing, retirement, taxes, giving and more to help you enjoy a full life.
The financial planning and investment landscape changes at a dizzying speed – and often with conflicting messages. Read our team of experts’ advice on saving, spending, investing, retirement, taxes, giving and more to help you enjoy a full life.
October 20, 2020
I have the privilege of working with many law firm partners as clients. In my experience, law firms often have some of the best benefits for their partners and associates. I have also found that many times lawyers don’t take the time to fully comprehend all of their firm-provided benefits and how those benefits impact […]
October 13, 2020
Federal tax law levies a tax on the value of assets you own at death. The estate tax is levied at a 40% rate and can severely impact the transfer of wealth to future generations. Many business owners are simply unaware that the value of their business exposes them to the tax and that may […]
October 6, 2020
Presidential Democratic nominee, Joe Biden, recently released more information on his proposed tax agenda. While there are a number of tax changes that Joe Biden has mentioned, we will focus on four potential changes that would impact individual taxpayers. Of course, these changes are contingent on Vice President Biden winning the election and also being […]
September 22, 2020
I’m hungry. What do I have a taste for? Should I cook or order in? Where should I order from? And the list goes on. If you’re like me, these are questions that run through your mind before every meal. And while they all sound simple enough to answer, just ask my friends and family […]
September 15, 2020
Those that know me well know I love a good cliché. In fact, I usually wear them out to the point that I can feel my wife’s eyes roll when I’ve used a phrase one too many times. And so, I’m evolving. I realize that while clichés are an easy way to explain an idea, […]
September 8, 2020
Over the last 6 months, working from home, online shopping, and the necessity of virtual communication has expanded rapidly in the COVID environment. With that expansion has come an increased opportunity for cybercriminals to take advantage of a virtual world. The FBI cyber division has received between 3,000 and 4,000 cybersecurity complaints each day – […]
September 1, 2020
Executive compensation plans, including stock-based compensation, are a great way for companies to attract and retain top talent. Understanding the tax implications, however, can be a daunting task. Many variables come into play, including plan type, qualified or non-qualified status, holding periods, etc. and for busy professionals, just finding time to focus on this can […]
August 25, 2020
The effect of the coronavirus has been widely felt and will continue to make an impact on the future of the world for years to come. Financial professionals (private equity professionals, investment bankers, and asset managers) felt the impact both personally and professionally throughout the first half of 2020. Many financial professionals were adjusting to […]
August 18, 2020
Selling a business is the culmination of years of hard work and dedication to a way of life. The seller has one opportunity to get the sale “right” to maximize retirement wealth and preserve that which will be transferred to future generations. Of course, there are many detailed considerations, but the early focus should be […]
August 11, 2020
As high school students finish their senior year of high school and head off to college, their summers are typically filled with graduation parties and goodbyes as they prepare for college. Students schedule their classes and make trips to Target to get ready for the school year, but one important detail is rarely discussed. Most […]
August 4, 2020
The recent pandemic forced many companies to rethink the way they do business. Over the last three months, employees have had the flexibility to work from anywhere they want, which may include working in a different state from where they reside. Employees that escaped their home state to work from their lake house or an […]
July 28, 2020
Weddings, graduation parties, and dentist appointments were not the only things put on hold during the coronavirus pandemic. COVID-19 has changed the course of all our lives regardless of whether our personal health was impacted or not. Over the past few months, I have seen firsthand the impact it has had on agency owners who […]