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Tag: Diversifier

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. In this blog post Kevin Kingston provides an overview of NQDC plans and how they can help high-earning business owners, executives, and professionals.

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.

February 1, 2021
Benefits of Being a Semi-Retired Professional

Planning a Semi-Retired Life

According to the U.S. Census Bureau and the Bureau of Labor Statistics, 13 million Americans age 65 and older will be in the labor force by 2024. Thanks to modern technology and the ability to work from home, you may have more options to be semi-retired. This blog post poses six questions to help you start planning.

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.

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.

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.

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.

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.

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.

April 8, 2020

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 […]

April 3, 2020
Savant Capital Management

CARES Act Small Business Relief Provisions White Paper

The CARES Act is nearly 1,000 pages long and full of provisions that affect small businesses. This white paper is an attempt to help you, the small business owner, navigate these waters.

June 26, 2019
Hands Shaking after Sale

Asset Sale vs. Stock Sale of a Business – What’s the Difference?

To highlight some of the key differences between an asset and stock sale, let’s review some important tax, business liability, and complexity considerations.