BLOG

A NEW CHAPTER Exciting news this month: My authorial career is extending beyond the pages of this newsletter!

Estate planning for people in a second marriage takes on characteristics that are designed to keep one foot in two different worlds.

Taking full advantage of the available tax breaks on medical expenses usually involves a considerable amount of paperwork and some advance planning. But, with health care costs on the rise, the tax savings these deductions provide may well be worth the effort it takes to claim them.

Regardless of which phase of the business life-cycle you’re in, you can get SMART about setting goals to motivate yourself, move forward to grow your business, and track your success.

If you are an inventor, author, artist, or owner of a closely held business, you may have already taken steps to help protect your intellectual property rights.

A few suggestions to estimate federal estate taxes. It is no substitute for a complete estate and financial plan but, you can estimate your federal estate tax liability by developing your own worksheet.

Whether your business is a start-up or established, financing decisions will directly affect the potential growth and profitability of your business.

Planning for a special needs child can be emotionally challenging and financially demanding, but with a solid plan in place, you can help ensure the best possible care for your child, both now and in the future.

Because of the generous capital gains exclusion on selling a primary residence, you may find that you do not owe Federal taxes when it comes time to sell your home.

We all know the old adage, “never put all your eggs in one basket.” Well, too often, business owners may do just that. However, not only is another saying, “variety is the spice of life,” true, but diversifying into a variety of investments also makes sound financial sense.