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Essential Questions for Business Owners

You know all too well that running a business – your business – takes every second you have. It’s always on your mind. But if you’re like so many other entrepreneurs, you may not have taken a step back to see the bigger picture – how your professional and personal financial matters intertwine with each […]

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Seven Ways to Generate a Retirement Paycheck

With retirement within sight, now’s the time to figure out how to turn your savings and investments into a paycheck – so you can live comfortably and still achieve your goals. For many, the challenge is easier said than done, and comes alongside fears of spending too much now and not having enough later or […]

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Do Risk and Retirement Mix?

We live in unusual times, with interest rates at historical lows but likely to rise in the not-too-distant future, stocks trading at what some consider elevated levels driven by a years-long bull market, and investors scouring the pronouncements of central banks for clues to what may happen next. However, one thing remains unchanged – those […]

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Key Provisions of the House’s Tax Proposal

On November 2, House Republicans released their long-awaited bill calling for the largest transformation of the U.S. tax code since 1986. The “Tax Cuts and Jobs Act” provides for a complete revamping of the individual and business income tax systems starting in 2018, including substantially reducing business tax rates, compressing individual brackets and eliminating personal exemptionsand most personal deductions. […]

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The Upside of Upsizing

Empty nesters often choose to simplify life by downsizing to a space with minimal upkeep. But what if the opposite – a bigger place with room for several generations, a la “Downton Abbey” – really suits you? About 46% of baby boomers want to retire in a larger, nicer place, according to a 2014 survey […]

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Virtual Moats Proactively Protect your Assets

Along with the rewards of business ownership come the risks – including the risk to personal assets (wealth, property, etc.) should someone bring an action against your business. Insurances, diversification, smart management and good hiring are all ways to protect your professional assets, but it’s also imperative to understand the ways in which you can […]

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Food Technologies Give Consumers Plenty to Chew On

Americans spent roughly $1.4 trillion on food in 2016, a figure that represents 25% of all U.S. consumer spending. And just as technology has changed the ways people shop for nonperishable goods, it’s worth considering the capacity of new technologies to alter how we purchase, prepare and consume food. Though relatively few people have shifted […]

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To Be or Not to Be – in Debt

’s long and winding road generally includes plenty of side trips on the way to a comfortable retirement. There may be homes to buy, children to raise and educate, careers to pursue, a vacation here and there. When done strategically, borrowing can help you address those needs – like purchasing a home – without derailing […]

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Paving the Road to Higher Education

Harvey Mudd College heads the total cost list at $69,717, while Columbia University charges the most for tuition alone: $55,161.1 Few students pay these totals. Scholarships and financial aid can cover some expenses, and state universities and colleges cost much less. Nevertheless, 61% of undergraduates leave school with debt – an average of $28,1002. You might […]

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Your Business Deserves an Estate Plan

As a business owner, you’ve invested so much into making your business successful – hard work, time, money, energy. It’s truly hard to imagine your business without you. But chances are there will come a day when someone else will take the reins. And a seamless succession plan, one carefully and thoughtfully devised well in […]

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