Retirement Plans: The Business Owner’s Swiss Army Knife
The Swiss Army Knife is an icon of utility and versatility. Invented in the late 1880s to serve the needs of the Swiss Army, the Swiss Army Knife was designed…
Equity Risk Premium Unveiled: What It Tells Us About Today’s Market
A farmer has successfully harvested his first crop of the season. He faces a daunting question—should he plant a second crop? On the one hand, planting a second crop could…
Getting A Handle On Pre-Retirement Anxiety
“I’m 60 and plan to retire in 7 years. Feel like I have a good handle on it all, should have about 1.2 million in 401K by then, and my…
Retirement Planning: What Information Is Needed?
A few years ago, I was talking with a friend about going to receive a physical. He informed me that he would also like to get physical but preferred to…
2-Minute Guide: ETFs vs. Mutual Funds (& Unmasking the Diversification Illusion)
If you've been investing for any period of time, you've likely come across two popular investment options: exchange-traded funds (ETFs) and mutual funds. Both give exposure to a diversified basket…
P/E Ratios: Helping Investors Make Long-Term Decisions
If you have ever turned the channel into a business news network, your first impression is likely one of fast movement and "can't miss" trends. The viewer would be forgiven…
Navigating Capital Gains Tax When Selling Your Home
Let's demystify the process of dealing with capital gains taxes when selling your home. If you're not familiar, capital gains tax applies to the profit made when you sell assets,…
How Your Social Security Claiming Age Impacts Your Retirement Income
Social Security is one of the most important sources of retirement income for most Americans. It provides a guaranteed stream of income that is adjusted for inflation and lasts for…
The Role of a Financial Advisor in Business Valuation and Transition: Guiding Business Owners Age 50+ Through the Process and Beyond
As a business owner over the age of 50, you've dedicated countless hours to building and growing your enterprise. As you approach retirement, you may be considering the next steps…
Diversifying Your Wealth: A Comprehensive Guide for Business Owners (age 50+)
As a baby boomer business owner, you've spent a significant portion of your life building and nurturing your enterprise. Over the years, your business has likely grown to become your…