Latest articles by Andrew Bass, CPA, CWM, PFS
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It's Time to be Realistic about Retirement
retirement From how much you'll need to how you'll spend your time, your retirement plan needs to be grounded in reality.
retirement -
For Business Owners, It's a Seller's Market
business The tax law overhaul has created a world of possibilities for those business owners thinking about selling … and maybe even those not thinking about it. It pays to be prepared.
business -
Planning for Retirement: Do You Have a Winning Hand?
retirement People preparing for retirement could take a few lessons from expert card players to increase their chances at success.
retirement -
Understanding Inherited IRAs and Their Inherent Dangers
IRAs Mistakes made with inherited IRAs can be costly and impossible to fix. To minimize a potentially hefty tax bill, make sure to dot your i’s and cross your t’s.
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Strategically Thinking About Divorce
investing Don't go into marriage expecting to split up, but prepare for it just in case. There are ways other than prenups to protect yourself and your children ahead of time.
investing -
Is Estate Planning Dead?
taxes Even if there were no estate tax, you still have plenty of reasons to consider what will happen with your wealth after you die.
taxes -
Why You Should Plan To Sell Your Business Now
Business Costs & Regulation No matter when you actually expect to let go of your business, you need to be prepared for the move.
Business Costs & Regulation -
Take Advantage of Low Interest Rates Now
credit & debt Before rates rise, consider refinancing your variable rate loans and taking opportunities to minimize the costs of transferring wealth to family.
credit & debt
