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        1,532 results found

        1. Financial Advice I Would Give My Younger Self – Planning for Education Funding
          At the end of most lectures I give, the moderator usually asks, "What else should our audience know?"
        2. Will Inflation Derail Your Retirement Plan?
          In 20-plus years, I’ve seen several situations where external factors and individual choices have threatened to derail clients' financial plans.
        3. 2 Innovations That Can Tip the Balance in Cybersecurity
          By John Davis, Retired U.S. Army Major General and Vice President and Federal Chief Security Officer for Palo Alto Networks What critical innovations
        4. Money Talks: How to Negotiate a Raise and Boost Your Bank Accounts
          Is there nothing more daunting than getting a raise? However, it is worth it if you are able to secure a significant salary increase. In the end, a
        5. Should I Make A S-Corporation Election?
          S-Corp ElectionRido81The first tax deadline for S-Corporations and Partnerships is next week, and I’m fielding a lot of questions around the S-Corporation election. Many small business owners think or have been told that the S-Corp election is the way to reduce taxes for your business, because it gives you the ability
        6. 9 better ways to use your tax refund instead of spending it
          Hopefully, you've completed and sent off your tax return by now. While some of us may owe Uncle Sam money, others are getting a nice hefty refund
        7. Collecting Unemployment? How To Avoid A Tax Bill Next Year
          With more than one in 10 workers currently jobless, many Americans are depending on unemployment benefits as a financial crutch to get them through the pandemic. The $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act dramatically expanded unemployment benefits by amount, how long they last and who is
        8.   Approved Pitch:   “How to Create An Estate Plan for Legacy Building” This piece will discuss strategies for creating estate plans around preparing your family legacy
          Approved Pitch:   “How to Create An Estate Plan for Legacy Building” This piece will discuss strategies for creating estate plans around preparing your family legacy. Some key points could entail highlighting stats around wealth loss over generations, integrating legacy plans into traditional, the benefits of a profess
        9. 4 Considerations to Make Before Selling Your Company in This Economy
          While the past several years of historically low-interest rates helped support a red-hot market for companies being sold or raising money at soaring
        10. Why Teaching Kids to Save Early Sets Them Up for Financial Success
          Every parent wants to set their child up for success, including financial success. To set your children on a path to financial wellbeing, you can start to lay the groundwork now.