Concern remains elevated about the coronavirus behind an epidemic in China and dozens of other countries. The number of people newly diagnosed with the illness caused by the virus appears to be on the decline in the epicenter of Hubei Province, China, though it is still high.
As a business owner, ascertaining the value of your business is essential for a variety of reasons, including business succession, estate tax estimates, or qualifying for a loan.
The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.
Thinking about exiting your business should not stir up doubt and trepidation. With a solid exit plan, you can head into the next chapter of your life with confidence, ready to take on whatever comes. We understand that exit plans can be enigmas if you have never considered one before, so let’s go over some questions you may have.
The world is in the midst of another modern-era global health scare that few saw coming and few imagined the repercussions. In just two months’ time, a new virus strain has emerged from an old virus. The reaction has certainly been a “grey swan” event with panic and herd-like behavior that has significantly impacted global commerce and human interactions.
Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. There are ways to avoid the pitfalls of emotional investing — here’s a collection of a few to remember.
Before you open for business, consider how you’re going to exit it. Such long-range planning may seem like overkill, but it can be invaluable to small business owners.
Landmark Financial is pleased to announce the promotion of Geoff Rosen to partner.
Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your life savings? It’s an important job and it pays to shop around for the best option for you and your family.
Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the difference between retirement pre-tax income and retirement after-tax income.
Are you ready to start investing? Investing in the stock market can be particularly rewarding, but not without risk.
A significant law was recently passed that adds tax breaks and makes changes to employer-provided retirement plans. If your small business has a current plan for employees or if you’re thinking about adding one, you should familiarize yourself with the new rules.