Managing Probate When Setting Up Your Estate
What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to
Mixed Signals on Inflation
What to know as markets look forward. Are you having a tough time keeping track of inflation's mixed signals? You’re not alone. Consumer prices in July climbed at their fastest rate since August 2008.
Inflation Outlook for 2021
Is the Fed ahead or behind in its monetary policy regarding inflation? As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late.
Inflation Can Be a Scary Word
There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”
Facts About Medicare Open Enrollment
How much do you know about the different coverage options? Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty
Avoiding Large Losses in Your Portfolio
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." – Warren Buffett1 Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one
Overlooked Tax Deductions for Small-Business Owners
Helpful tips for tax time. Being a small-business owner isn’t easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the bookkeeping can be stressful! Luckily, the Internal Revenue Service (I.R.S.) allows
What if You Get Audited?
What the I.R.S. looks for and why. “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the
Preparing to Sell Your Business
What is your exit strategy? Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell