2022 Contribution Limits & Tax Reference
Click here to view and download our 2022 Contribution Limits & Tax Reference Guide
Q3 2021 Market Review Slides
Click here to view the Q3 2021 Market Slides.
Proposed Tax Provisions in Budget Bill
Mid-September, Democrats and the House Ways and Means Committee released their proposed tax changes in the budget reconciliation bill known as the “Build America Back Better” act. This legislation will now be debated in Congress, and I expect we will see changes before it is finalized. Here is a summary: The top marginal tax rate [...]
4 Ways to Prioritize Your Health Today—to Live a Richer Life Tomorrow
This guest post is by Kim Dorval, RD, LD, CEO of Nutrition in Motion, a national network of experienced Registered Dietitians (RDs). Nutrition in Motion is dedicated to changing lives by educating, motivating, and supporting people in achieving their individual health goals. My father was a self-employed, self-made millionaire. He ran his own insurance agency, [...]
How Do You Sell a Business? Follow this Timeline
This is a guest post by Matt Rudnick, Founder and CEO of Main Sheet, an M&A advisory firm for entrepreneurs of middle market companies looking to sell their business. We’ve covered how to evaluate your readiness to sell your business, and we’ve outlined how to do your own due diligence to build your business value [...]
Selling Your Business Soon? What You Need to Know About Due Diligence Now
This guest post is by Calvin Wilder, Founder and CEO at SmartBooks, a fractional finance team that offers a mix of CFO, bookkeeping, controller, payroll, and tax services to small business owners. In the first post in this series on selling your business, Glenn Grant gave you everything you need to know about evaluating your [...]
How to Manage Sudden Wealth—Is Winning the Lottery Dangerous?
Have you ever dreamed of winning the lottery? What would you buy first? Who you would share your winnings with? It can be a lot of fun, even if your chances of actually winning the lottery are pretty slim. However, you might find yourself with sudden wealth from other sources—such as through an inheritance, selling [...]
Thinking of Selling Your Business? How to Evaluate Your Readiness
This is a guest post by Glenn Grant. Glenn is a serial entrepreneur and business coach with Selfassembled Ventures. He works with fellow business owners to build greater business value and world-class leadership teams—with a particular focus on pre-exit value building. In this post, he shares his tips for how to prepare to sell a business. One [...]
Should You Be Worried About Inflation? Probably Not.
Inflation seems to be on everyone’s mind. The Labor Department’s inflation report showed that inflation rose 4.2% year over year for April, which is the highest we’ve seen it since 2008—and it’s got a lot of people spooked. What does this mean for investors? Thankfully, there’s no need to be overly concerned, and here’s why. [...]
What You Need to Know About the American Families Plan
There’s a lot of chatter lately about the impact of President Biden’s proposed tax legislation and economic agenda—and perhaps rightly so. We’ve recently learned more details about what’s included in the American Families Plan, and the tax implications are largely targeted at high-income earners and corporations. There are two primary areas to be concerned about: [...]