Long before a child is old enough to think about college, parents worry about how they will pay for it. You’ll likely end up patching together financial aid, savings, and loans.
College is one of the largest expenses of a lifetime, and costs only keep rising. The sooner you start saving, the better. Paying for college often involves patching together
The time comes for every business: the day when the original founder hands the company down to someone else. With luck, it can be the beginning of a new era for the company. But it can also create a massive taxable event. Will the value of your life’s work be eroded by taxes? It takes careful planning to hand on
Belonging to a union can come with many advantages, such as higher pay, better benefits, and a system for recourse if you have a problem with your employer. But it also means that you may find yourself affected by a strike. During a strike, you cannot work and your employer will stop paying you. If the union and management can’t
To build a diverse portfolio, you know better than to lean too hard on one type of investment. Alternative investments provide a valuable balance against stocks and bonds.
While most of a balanced portfolio consists of stocks and bonds, advisors often recommend allocating a percentage to alternatives, such as real estate, commodities, or structured products. Because these products don’t always
Money is nice to have, but your future is on shaky ground if you don’t also take care of your health. This webinar will address building a foundation by dreaming big, setting goals, and planning for a healthy and secure retirement.
What is the connection between financial and physical health? On the one hand, part of why wealth exists is
If you’ve been longing to stop working for the man and start your own business, the right preparation can help you avoid serious mistakes.
Starting a business is always a risky proposition. Many new businesses fail. With adequate planning beforehand, you can maximize your business’s odds of success and your own financial security. This webinar will address advance planning, the
If you’re looking to maximize profits without losing customers, the right pricing can make a big difference.
As a business owner, what you price your products is one of the most influential decisions you can make. Too low, and you won’t be making enough profit. Too high, and you’ll drive your customers away. This webinar will address pricing fundamentals, common
It’s hard to plan for retirement when you don’t know how much you’ll need. Estimating your retirement income can help optimize your planning.
The saving stage of retirement planning is vital, but it works best when you also consider your eventual income needs after retirement. Once you know what income you’re likely to need, you can set realistic savings goals.
Most investments are public, such as stocks and bonds. However, some investments are private, meaning they aren’t available on a stock exchange, aren’t regulated by the SEC, and aren’t available to everyone. Private equity is one such investment type.
As with all private investments, only accredited investors, such as institutions or high net worth individuals, can invest in private equity.
Whenever you transfer property, there’s a chance you might have to pay taxes. That’s even true if the property changes hands because someone died. Popularly called “death tax,” estate tax governs the transfer of property after someone’s death. In your estate planning, you can reduce the amount of tax your estate will have to pay with the right strategies.
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