Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
“An investment in knowledge pays the best interest.”
―Benjamin Franklin
Stop Surviving and Start Growing
CEO’s are about the thrill of the deal, achieving something no other person has, the adventure, the vision! Terms like survival, and cost cutting are something they’re willing to tolerate, but only as a means to the next...
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Market Summary
Stock indexes spent the month of August defying belief. The S&P 500 (7.2%) and NASDAQ Composite (9.7%) both climbed to intraday record highs on the final day of August trading. Those gains were mirrored by major indexes across the...
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Have Employees? You Qualify!
Keeping clients informed of new or expanded Federal tax programs is very important to us. We've identified a tax credit that your business immediately qualifies for. This program falls under the Worker's Opportunity Tax Credit (WOTC),...
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Do you have a 'Tax Preparer' or CPA?
Depending on your answer, you could be getting bad advice which puts more money in the IRS’s coffers (and leaves less in your pocket). Below is the crux of a typical tax preparer’s opinion regarding Engineering Based Cost...
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The #1 Lie About Cost Segregation
Cost Segregation on Older Buildings? It is impossible for me to calculate the number of calls I’ve had with building owners and CPAs on the subject of Cost Segregation. Working some numbers in my head (ok, on my calculator), the...
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The Cure for a Sick Economy
Many people think the only thing wrong with the economy is the coronavirus lockdown and the social distancing rules that have shut businesses across the country. Of course, the lockdown has been devastating. But the economy was...
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Respect the Time Horizon
Respect the Time Horizon Anyone who has taken a risk tolerance or asset allocation questionnaire has answered a question regarding the time horizon for their investments. Taking time horizon into consideration allows us to have a...
Read MoreBye-bye Stretch IRA: Uncle Sam Wants his Cut!
How the SECURE Act Impacts Inherited IRAs Last week, we published an article summarizing many of the changes the SECURE Act brings to retirement plans. These include new rules regarding retirement plan contributions, distributions, the...
Read More10 Ways to Money-Proof Your Relationship
As we approach Valentine’s Day, millions of Americans will celebrate with special dinners, cards, flowers, chocolates, and “I love you’s.” Whether you’re a fan of Hallmark Holidays or not (I’m not),...
Read MoreThe SECURE Act Changes the Rules of Retirement Plans
At the end of 2019, Congress passed the biggest bill affecting retirement accounts in more than a decade. (You may have been unaware of it since the news cycle has been filled with the impeachment drama!) Today, we summarize the SECURE...
Read More13 Reasons Why Your 401(k) Is Your Riskiest Investment
The 401(k) is often considered the no-brainer, gold standard of retirement plans. But far from being a bedrock retirement plan, the 401(k) started as an experiment in 1981 and still has to prove itself. Those who decided to be a...
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