Blog
Is Your Business Ready for Liquidation?
At some point, a successful business faces liquidation for all the right reasons. The business owner has built an asset that is now positioned to sell to another individual, a group of investors, or be acquired by a large corporation. Perhaps as the business has...
The SECURE Act: A New Hope for Retirement Savings
What is underway as one of the most significant changes to retirement savings plans in years, the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was passed in May 2019 by the U.S. House of Representatives. The Act is awaiting approval...
The Legitimate Value of Financial Advice
The financial advice industry has changed for advisors with a fiduciary financial planning emphasis in their practice. These advisors have chosen process over product for the benefit of their clients. Additionally, new regulations, technology-enabled efficiencies, and...
Are You Losing Sleep Over Money?
Why are more people feeling financial stress despite the strong economy we’ve experienced since the recession? Many Americans are losing sleep over money, according to a January 2019 survey by Bankrate. The media may report a ‘strong U.S. economy,’ but many people...
Round Two of a Recession Amid Trade Wars?
As the economy shows signs of modest improvement, indications of downward shifting in U.S. production from the residual effects of the trade war are starting to surface, according to the May 2019 Federal Reserve’s Beige Book Report. The Beige Book Report compiles...
Ensuring an Efficient Rollover of Your Retirement Savings Assets
The average American worker stays at a job only 4.2 years, and many had funded retirement accounts they’ve left with the employer’s plan custodian when they moved to a new job. Leaving retirement savings at multiple employers can create higher investment costs to keep...