Selling anything more than a hot dog stand is a significant business undertaking that typically requires months of preparation and execution. While there's no single, prescribed path, the following …

Over the past month, the market has seen some serious volatility. The stock market can be a rollercoaster—one day it’s up, the next it’s down, and headlines love to keep us on edge …

Often, folks want to protect hard earned assets from the costs of healthcare as they age. They fear expensive assisted living and nursing home care costs. Though the fears are well founded, the first …

It’s that time of year again - time to gather your tax documents. If you are an employee, your tax return might be relatively simple. If all you have is a form W-2, you aren’t able to …

Couples are often wary to bring up the dreaded P word when discussing their nuptials. After all, who wants to ostensibly discuss a divorce when there is an impending marriage to consider. Oftentimes …

Are you tired of dealing with the terrible T’s – Tenants, toilets, and trash? Rental properties have historically been excellent investments. But there comes a time for many …

Have you ever been given an opportunity to loan someone money at an attractive interest rate?  Driven by the prospect of higher “guaranteed” returns, prospective lenders sometimes …

The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much (or how much more) they can afford to give to their favorite charities …

Death and taxes. I’m sure you’ve heard the saying. Those are two things that are unavoidable. And since this is a business journal, I’ll spare you the solution I found for getting …

Most people aren’t thinking about taxes in December, unless it’s the tax they’re spending on Christmas gifts or airline tickets. But while December is a great month for gift giving …

Many people desire to tithe both during life and after death. Accordingly, giving 10% of their estate to their church (or other charity) is often a goal for a couple contemplating estate planning. …

Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be governed by your will, while others will be governed by …

A Backdoor Roth IRA is a strategy that helps high-income earners receive the benefits of a Roth IRA, even if they exceed the income limits for contributing to a normal Roth IRA. Roth IRAs are …