Business Columns

Home sale exclusion can be a benefit to many

Don’t forget the home sale exclusion is still in effect should you find yourself in the real estate ...

Business Columns

Small business owners: Think about personal finances

If you’re a small business owner, you probably devote most of your time to making your business successful ...

Business Columns

Are you efficient when it comes to investments?

Generally speaking, if you’re efficient at a particular task, you’ll get good results without wasting effort. As you’ve ...

Business Columns

When should you take Social Security benefits?

Over the course of your working lifetime, with every paycheck you’ve dutifully paid taxes toward Social Security.

Business Columns

What do new investors really need to know?

If you’re starting out as an investor, you might be feeling overwhelmed. After all, it seems like there’s ...

Business Columns

Are you prepared for a confident retirement?

The Retirement Check-In study found on average, Americans nearing retirement report a gap of nearly $200,000 between what ...

Business Columns

Don’t get trampled by just running with the herd

Every year in early July, thousands of people “run with the bulls” in Pamplona, Spain. While the event ...

Business Columns

Retirement derailed: Are your savings on track?

Recent research has uncovered an upsetting trend in financial planning in America: Many Americans nearing retirement are under-prepared. ...

Business Columns

Help elderly loved ones avoid financial abuse

It’s unfortunate, but true: The elderly population may be the most vulnerable group in our society.

Business Columns

Your home repairs may qualify for tax savings

As summer approaches and improvements around the house need tending to, remember there is still time to make ...

Business Columns

Are you sure your toys are properly insured?

The ATV Mud Nationals in Jacksonville, Texas were held recently. Literally thousands of people brought their four-wheelers and ...

Business Columns

Can you calculate your real retirement number?

The million dollar question many of those preparing for retirement ask themselves is simply stated but not necessarily ...

Business Columns

Investors can learn from the diets of top swimmers

Summer isn’t here yet, but it’s getting close. And for many people, the arrival of summer means it’s ...

Business Columns

You can prevent identity theft and protect yourself

Tax identity theft is a growing problem within the United States, and it’s on the rise.

Business Columns

Is your portfolio diversified enough to ride the wave?

Life is full of ups and downs — and the financial markets are no different.

Business Columns

Know what’s driving your insurance costs up

When I do renewals for my clients, I always try to prepare them for the upcoming year in ...

Business Columns

Should you prepare to fall off a fiscal cliff?

As an investor, you can sometimes feel you’re at the mercy of forces beyond your control.

Business Columns

Business valuation can be valuable to your business

Business valuation is the process to estimate the economic value of an owner’s interest in a business. The ...

Business

What does investment landscape look like in 2012?

As an investor, you know that 2011 was a somewhat “choppy” year, with the financial markets going through ...

Business

Grandparents may need to balance gifts and goals

If you’re a grandparent yourself, you already know the joy your grandchildren bring you, and through the years, ...

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