Business owners, do you have a succession plan?

Business Succession Planning

Retiring Business Owners - Plan for Succession If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into…


Financial news for the week of August 28, 2020

Financial News for the Week of August 28, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Federal Reserve Chair Powell unveiled a change in the Fed’s monetary policy strategy, announcing that it will target an inflation rate “that averages 2% over time” (instead of a strict 2% goal), and that it…


Financial news for the week of August 21, 2020

Financial News for the Week of August 21, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK The housing market continues to exceed expectations. Existing home sales and starts rose by 24.7% m/m and 22.6%, respectfully in July. Existing home sales are now 8% above January levels while starts are 7%…


Roth 401(k)

Could the Roth 401(k) Be Right For You?

Could the Roth 401(k) Be Right For You? Understanding the differences between the traditional and Roth 401(k) While the Federal government has created a number of tax-advantaged savings accounts designed to help lower- and middle-income workers save…


Financial news for the week of August 14th, 2020

Financial News for the Week of August 14, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Markets were in a good mood overall this week, despite no deal in Congress on the next round of assistance. The big political news was Biden’s historic VP pick. With 81 days until the election, the race is on!…


Financial News for the week of August 7, 2020

Financial News for the Week of August 7, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Despite a surge in COVID-19 cases in July, economic data remained broadly positive. Vehicles sales rose 11.3% to a better-than-expected 14.5 million (SAAR). The ISM indices also ticked up on the month and beat…


Financial News for the week of July 31, 2020

Financial News for the Week of July 31, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Real GDP fell by an historic 9.6% in the second quarter (32.9% annualized), led by declines in spending on services as the economy locked down in March and April. The fall was deep but short. Spending rebounded…


Covid Colleges

COVID Forcing Some Colleges to Close Forever

COVID Forcing Some Colleges to Close Forever College savings tips – because the costs of college are not going down As if the country needed another divisive topic, the debate about reopening schools this fall is splitting communities, educators and…


8 Exit Strategies for Business Owners

8 Exit Strategies for Business Owners

8 Exit Strategies for Business Owners Are you a business owner thinking about exiting your company? Which exit strategy will benefit you most? It’s a tough move to undo, and you should know the pluses and minuses going in. While the number of exit…


Financial news for the week of July 24, 2020

Financial News for the Week of July 24, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK A tug of war between encouraging vaccine news and hopes of new economic stimulus, and early indications that the recovery might be stalling, is fueling financial market volatility. Jobless claims rose to 1.42…