In concept, target date funds can be terrific options for certain shareholders.If you’re considering a target date fund or want to learn more, give me a call so that we can walk through the pros and cons together.
Charitable Giving—Not Just for the Rich and Famous!
Whether you are Bill Gates, Warren Buffet, or just an ordinary Joe, the gifting principles, tax benefits, and philanthropic rewards of charitable giving can be relatively the same, regardless of how large, or how small, your gifting program.
A Small Business Owner’s Guide to Payroll Taxes A Legal Leg To Stand On
Payroll taxation is just one of the many tax issues facing business owners. This article is meant to serve as a general overview. A qualified tax professional can help you ensure your business is on proper payroll tax footing.
The Equifax Breach is Worse Than Imagined
A massive data breach at Equifax has compromised up to 143 million people's personal information. If you’re married and have 4 kids, it’s very likely that 3 of you are impacted.
The ABC’s of Estate Planning
Regardless of your net worth, take steps now to help ensure that your intentions will be followed as directed and that provisions will be made for your loved ones.
Estate Planning Trivia
How much do you really know about estate planning? This trivia will entertain and educate you.
401(k) Plans for Small Business Owners
While an obvious advantage to a 401(k) and other qualified plans is the ability to take a deduction today and postpone paying taxes until tomorrow, it is clearly not the only advantage. Even more important is the ability to invest employee retirement funds on a tax-deferred basis. As a result, whether tax rates remain the same or increase, a 401(k) plan remains a valuable tax planning tool for small business owners.
The death of my rock and roll, and the need for estate planning
I have reached an age where the Rock & Roll legends from my generation are dying. The past year saw David Bowie, Glenn Frey, Prince, George Michael, Chuck Berry, and J. Geils – among many others – join that great rock band in the sky.
Helping Aging Parents Manage Their Personal Finances
With increased longevity in the U.S. population, many retirees may find themselves in the position of helping elderly parents or relatives to manage their finances. If you have an aging parent or relative in need of assistance, consider the following information.
Converting Cold Calls into New Clients
Some entrepreneurs who have tried cold calling in the past refuse to try again because of the high frustration levels. But as in learning any skill, practice can make you a better cold caller. Trial and error can help you discover what approaches work best for you. If you are reluctant, consider hiring a professional agency to make cold calls on your behalf. Listening in can be instructive and may give you the confidence to start making calls yourself. Above all, maintain a positive attitude and a belief in your ability to meet the needs of the person on the other end of the line.