Business Succession – Maximize Business Value

Business Succession - Maximize Business Value

As a business owner, if you think that one day you may want to sell your business, one of the things you need to consider is how do you maximize business value so your business will be attractive to a buyer. One may think that maximizing the value of a business sounds like a simple proposition but that is not necessarily true.

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How to Choose a Financial Advisor

How to Choose a Financial Advisor

A financial advisor helps people plan, invest, protect and manage their hard-earned money so they can reach their financial goals. One of the challenges in finding and choosing a financial advisor is finding one that will put your interests first.

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Charitable Giving through Estate Planning

Charitable Giving through Estate Planning

Charities rely on donations and for many donors, charitable giving is important to them. Many include charitable donations as part of their estate plan. So, whether you want to donate to an organization or cause that you are passionate about or help your school or university, there are steps you can take to ensure your money actually gets to them.

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What is a Stretch IRA?

What is a Stretch IRA?

A stretch IRA is an estate planning strategy to transfer wealth to a non-spouse beneficiary. It allows your non-spouse heirs to stretch IRA distributions and benefits out over a period of time.

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How to Budget for Home Maintenance Costs

How to Budget for Home Maintenance Costs

Home maintenance costs are some of the most common surprises for first-time home buyers. When people contemplate whether or not they can afford a new home, they typically consider two things: if they have enough money for the monthly mortgage payment and if they can also afford the annual property taxes. Unfortunately, most people don’t think about home maintenance costs.

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