Choosing Retirement Plans as a Business Owner

Reading Time: 3 minutes Retirement plans are crucial considerations for business owners. The SEP IRA and Solo 401(k) are two popular options to explore. It is essential to compare the advantages and disadvantages of each retirement plan. The ideal plan depends on...

How Important is Pre-Transaction Planning for Personal Finances?

Reading Time: 2 minutes Business owners and executives are known to invest numerous hours evaluating options, modeling potential deals, and considering outcomes before engaging in a transaction. The success of a deal, whether it be a merger, acquisition,...

Understanding the Federal Gift Tax

Reading Time: 2 minutes In 2018, around one in every five new home purchasers got at least part of their down payment from a relative—and of the parents who have contributed to this down payment assistance, the average gift is $39,000. With the housing market reaching...

Financial Freedom in Retirement

Reading Time: 3 minutes Retirement is often viewed as the golden years of life when one can finally kick back, relax, and enjoy the fruits of their labor. However, the reality is that many people struggle to make ends meet during their retirement years. Financial...