Are I Bonds Right for You?

We have received many questions regarding I bonds this year, and for good reason. They are likely a good option for cash you have set aside and don't need for at least a year. What are I Bonds? I Bonds are a series of bond issued by the United States Treasury, with an interest rate [...]

By |2022-07-22T20:09:55+00:00July 22nd, 2022|Blog, investing, Resources|0 Comments

Proposed Tax Provisions in Budget Bill

Mid-September, Democrats and the House Ways and Means Committee released their proposed tax changes in the budget reconciliation bill known as the “Build America Back Better” act. This legislation will now be debated in Congress, and I expect we will see changes before it is finalized. Here is a summary: The top marginal tax rate [...]

By |2021-10-05T22:39:07+00:00October 5th, 2021|Blog, Resources|0 Comments

4 Ways to Prioritize Your Health Today—to Live a Richer Life Tomorrow

This guest post is by Kim Dorval, RD, LD, CEO of Nutrition in Motion, a national network of experienced Registered Dietitians (RDs). Nutrition in Motion is dedicated to changing lives by educating, motivating, and supporting people in achieving their individual health goals. My father was a self-employed, self-made millionaire. He ran his own insurance agency, [...]

By |2021-08-19T17:11:36+00:00August 17th, 2021|Blog|0 Comments

How Do You Sell a Business? Follow this Timeline

This is a guest post by Matt Rudnick, Founder and CEO of Main Sheet, an M&A advisory firm for entrepreneurs of middle market companies looking to sell their business. We’ve covered how to evaluate your readiness to sell your business, and we’ve outlined how to do your own due diligence to build your business value [...]

By |2021-08-12T17:10:58+00:00August 12th, 2021|Blog|0 Comments

Selling Your Business Soon? What You Need to Know About Due Diligence Now

This guest post is by Calvin Wilder, Founder and CEO at SmartBooks, a fractional finance team that offers a mix of CFO, bookkeeping, controller, payroll, and tax services to small business owners. In the first post in this series on selling your business, Glenn Grant gave you everything you need to know about evaluating your [...]

By |2021-08-05T18:51:16+00:00August 5th, 2021|Blog|0 Comments

How to Manage Sudden Wealth—Is Winning the Lottery Dangerous?

Have you ever dreamed of winning the lottery? What would you buy first? Who you would share your winnings with? It can be a lot of fun, even if your chances of actually winning the lottery are pretty slim. However, you might find yourself with sudden wealth from other sources—such as through an inheritance, selling [...]

By |2021-07-12T12:00:51+00:00July 12th, 2021|Blog|0 Comments

Thinking of Selling Your Business? How to Evaluate Your Readiness

This is a guest post by Glenn Grant. Glenn is a serial entrepreneur and business coach with Selfassembled Ventures. He works with fellow business owners to build greater business value and world-class leadership teams—with a particular focus on pre-exit value building. In this post, he shares his tips for how to prepare to sell a business. One [...]

By |2021-06-30T23:28:26+00:00June 30th, 2021|Blog|0 Comments

Should You Be Worried About Inflation? Probably Not.

Inflation seems to be on everyone’s mind. The Labor Department’s inflation report showed that inflation rose 4.2% year over year for April, which is the highest we’ve seen it since 2008—and it’s got a lot of people spooked. What does this mean for investors? Thankfully, there’s no need to be overly concerned, and here’s why. [...]

By |2021-06-14T14:13:12+00:00June 14th, 2021|Blog|0 Comments