Cash Planning: How Much Should You Have On Hand?
Cash needs will vary with stages of life, the stability of income, future uses for the cash, and how cash fits into your overall portfolio allocation. If you are holding [...]
Working Backward: 3 Questions to Ask During Your Exit Planning
Do you remember trying to solve a complex maze as a child? You’d start at the beginning, trace a line toward what you thought was the correct path to the [...]
Key Financial Data Card for 2019 Returns: It’s Never Too Early to Prepare!
As we furiously complete our clients’ 2018 tax returns, our accountant minds are already wandering toward next year. But why should we have all the fun? The fact is, it’s [...]
Key Financial Data Card for 2019 Returns: It’s Never Too Early to Prepare!
As we furiously complete our clients’ 2018 tax returns, our accountant minds are already wandering toward next year. But why should we have all the fun? The fact is, it’s [...]
Intra-Family Loans: The Family Bank
Intra-family loans are a way to help children or other family members finance major purchases at an advantageous interest rate. They’re also a good way to transfer wealth with a [...]
Key Things to Know About Social Security
Social Security is straightforward, right? No, not at all! There are many things to consider before taking benefits. We generally recommend that a married couple delay benefits for the higher [...]