Archive for October 2020
10 Reasons You Need a Financial Plan
October is Financial Planning Month which serves as a useful, annual checkpoint to make sure you are on track to meet your financial goals. A written, up-to-date financial plan encompasses not only investments, but risk management solutions, tax reduction strategies and estate planning. 10 Reasons You Need a Financial Plan Financial planning provides one summary…
Read MoreBuy/sell agreements: A way to protect your business and your family from the unexpected
Sudden events can cripple a small business. One way to protect the business from such an event involving one of the owners is a tool called a buy-sell agreement. A properly constructed buy-sell agreement allows the business to continue operations should something catastrophic happen to the owner, or even if the owner decides to retire. A…
Read MoreOpportunity Zones
Wouldn’t it be perfect to be able to invest your money without having to pay taxes on your capital gains? While investing is very attractive, some people feel discouraged by the taxes they have to pay on their investment capital gains. This makes them feel like they are not getting as much return on their…
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