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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