- October 25, 2013
- admin
- Business Strategies, Selling/Exiting Your Business, Strategies
How To Get What You Want When You Leave Your Business When it comes to running a business, few things are certain. There is however, one universal truth. Be it a carefully planned decision or the result of fate’s swift hand, someday you will leave your business. Your exit is going to take place in […]
- October 25, 2013
- admin
- Business Strategies, Selling/Exiting Your Business, Strategies
Starting a family business is a difficult adventure, especially when day-to-day tasks can overshadow your goals. We know your business is something you want to last, and planning ahead will help you achieve that success. Old wisdom is clear: The critical issue concerning succession was to identify, develop, and install the successor to the business’s […]
- October 25, 2013
- admin
- Business Strategies, Selling/Exiting Your Business, Strategies
You have spent a great deal of your lifetime building a business. Now you are ready to transfer the business to a younger generation. This Financial Guide discusses some of the unique issues in planning for and implementing the transfer of the family-owned business. Table of Contents What Makes The Family Business Unique? Strategic Planning […]
- October 25, 2013
- admin
- Business Strategies, Securing Business Loans, Strategies
Most small businesses will, at some point in their life, go to a bank or other lending institution to borrow money for expansion of their operation. Many small business owners, however, initially fall victim to several of the common and potentially destructive myths that concern applying for loans. For example, first-time borrowers commonly believe… Lenders […]
- October 25, 2013
- admin
- Business Strategies, Securing Business Loans, Strategies, Uncategorized
In addition to drive, ambition and a great deal of planning, starting and expanding a small business generally requires capital. Capital may come from family, friends, lenders or others. This Financial Guide provides an overview of how to get the capital you need to start or grow your business. Table of Contents Finding Sources Of […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
Once you’ve finished with your tax planning for the year, and your return is safely on its way to the IRS, you’re at an excellent point for a quick financial check-up. Your tax return is handy, as a quick snapshot of your financial situation, and the figures are recent and accurate. Take a few minutes […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
In recent years, interest in investment clubs has grown tremendously. This Financial Guide tells you what you need to know about investors’ clubs before getting involved with one. Table of Contents SEC Laws That Might Apply When Registration Is Required Under the Securities Act of 1933 When Registration Is Required Under the Investment Company Act […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
Have you ever called your mutual funds family and exchanged the share in your growth fund for shares in a value fund? If so, you know that you pay capital gains taxes. A swap like this actually requires selling those growth fund shares. Or try bartering your professional service. Offer, say, your medical services for […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
One of the most important questions you face when changing job is what to do with the money in your 401(k) because making the wrong move could cost you thousands of dollars or more in taxes and lower returns. Let’s say you put in five years at your current job. For most of those years, […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
When you place an order to buy or sell stock, you might not think about where or how your broker will execute the trade. But where and how your order is executed can impact the overall costs of the transaction, including the price you pay for the stock. Here’s what you should know about trade […]