Introduction Many people dream of the retirement that includes walking along the beach with a loved one, spending the nights in hotels, and eating dinners that include good food, wine, and candlelight.  The reality can be that for some, at…

For many business owners August is the time to take a vacation, as well as a time to reflect on this year’s achievements and to set goals for the year ahead. Most business owners will set goals to hit certain…

Introduction The consensus on the economy (according to Beige Book and various other official sources on the issue) is that we are out of the woods and experiencing, for the most part, some robust economic growth.   With an average of…

In 2020 the youngest Baby Boomers will turn 55.  Baby Boomers own 75% of the 6+ million private US businesses with payroll, and will need to transition their businesses to new owners as they retire. Yet in a recent survey…

Introduction Last month, we went over the good side of creating an FLP or Family Limited Partnership.  This month, the Disadvantages and Conclusion to the article are discussed. Disadvantages Along with the advantages, there is a substantial downside, that downside…

How much did your home increase in value last year?  Depending on where you live, it may have gone up by 5 – 10% or more. How much did your stock portfolio increase over the last 12 months? By way…