For business owners, entrepreneurs, and investors, optimizing the value of their companies is a paramount objective. Whether aiming to sell the business or secure its long-term success, a strategic approach is vital. This is where the CEPA® (Certified Exit Planning Advisor) Value Acceleration Methodology and Exit Planning come into play. In this blog post, we will explore these methodologies and their crucial components, shedding light on how they can drive business growth and facilitate successful exits.
[Read more…]Sarcastic Financial Planning
Are you tired of feeling financially stable and secure? Do you long for the thrill of not knowing where your next paycheck is coming from or if you’ll be able to afford your rent this month? If so, then you’ve come to the right place! [Read more…]
Medicare
Medicare is a federal health insurance program created in 1965 to help pay medical costs incurred by people over the age of 65, people with certain disabilities, and people with end-stage renal disease. [Read more…]
Year-End Tax Planning
The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2022 tax year. [Read more…]
Passive, Active, or Both?
Index funds, which try to match the performance of a particular market index, have drawn increasing interest from investors, but traditional actively managed funds still hold more assets [Read more…]
The Roth 401(k)
Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you have access to this option, Roth contributions could play an important role in helping enhance your retirement income. [Read more…]
The Modern Market: July 2022
The Markets (as of market close July 29, 2022) [Read more…]
Investing As A Couple
In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. [Read more…]
Blockchain Isn’t Basic
A blockchain is a digital ledger of transactions secured by cryptographic techniques and shared by a network of computer systems, so the records can be accessed simultaneously by multiple parties. This type of distributed ledger technology (DLT) was initially created for the peer-to-peer exchange of Bitcoin, but the opportunities for innovation extend far beyond cryptocurrency. [Read more…]
Financial Aid 101
Many parents pay for college with a combination of savings, current income, and financial aid. By learning the basics of financial aid, you’ll be able to understand how the aid process works and compare the aid awards your child receives. [Read more…]
Taxes for the Self-Employed
Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips. [Read more…]
Pay Off Your Mortgage or Invest
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your need to invest for retirement, your child’s college education, or some other goal. [Read more…]
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