Client Login 401(K) Login Contact Us Search

Tag: Diversifier

Article
December 8, 2021

Selling a Small Business? How an “Interpretive” Advisor Can Help

The process of selling a business can be daunting — especially for a small business owner. However, if you work with a financial advisor, you may be able to enlist their help to position your business for a sale and potentially keep more of the proceeds.

Article
November 9, 2021

Year-End Tax Planning Tips for Individuals and Small Businesses

With the holidays fast approaching, tax planning might not be high on your priority list. However, there are a few tax planning strategies that you can still execute before year-end.

Article
August 24, 2021
Benefits of Being a Semi-Retired Professional

Planning a Semi-Retired Life

The possibility of a delayed or semi-retirement is more relevant than ever. The pandemic forced us to work differently with many working remotely from home. A Victory Lap Retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

Article
April 20, 2021

Building Retirement Income Through Deferred Compensation Plans

High-income earners are usually unable to contribute the same proportional amounts to their qualified retirement savings plans as others. Non-Qualified Deferred Compensation (NQDC) plans may provide a favorable solution to mitigate this difference.

Article
February 26, 2021

Preparing Your Business for Life After COVID-19

If you haven’t thought about adapting your business for life after COVID-19, now is the time to start. Here are 10 things to consider as you prepare your business for post-pandemic life.

Article
December 28, 2020
Pandemic-Aid Bill

Highlights of the Recent Pandemic-Aid Bill

President Trump just signed the Pandemic-Aid Bill, which includes stimulus payments, unemployment benefits, and small business aid. If you’re wondering how this may apply to you, this post provides a concise, high-level summary.

Article
November 17, 2020
Rebuilding company after pandemic

Rebuilding Your Company After the Pandemic

As 2020 draws to a close, this may be a good time to re-evaluate your business strategy. John Ruedi suggests several questions business owners can ask themselves as the pandemic continues.

Article
October 29, 2020
Business Succession Planning is Passing the Baton

Three Essential Steps to Business Succession Planning

When you’re running and growing a business, it may seem impossible to find the time to think about and create a business succession plan. Chris Plagge, director of tax and business services, helps you make sense of all the moving parts in his latest blog post.

Article
September 2, 2020
3 Minutes to Assess Your Overall Financial Health

3 Minutes to Assess Your Overall Financial Health

This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.

Article
August 6, 2020
victory lap career

Leveraging Your Intellectual Capital in Victory Lap Retirement

Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.

Article
July 14, 2020
Retirement Planning

Why Name a Corporate Trustee in Your Estate Documents

Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.

Article
April 8, 2020
Heart

Wealth Transfer Opportunities Amid the Uncertainty of COVID-19

Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want […]