How a Business Coach Can Help Your Company Thrive by: Sam Marcum

How a Business Coach Can Help Your Company Thrive   Many entrepreneurs fall prey to the belief that they must achieve success on their own, without any help. Per this belief, success that is achieved with help is somehow illegitimate. Studies...

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Tax Planning for Retirement: The Long Game

Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You'll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. In...

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It’s Not About Inflation, It’s About Volatility

Inflation is driving the headlines and wreaking havoc on budgets. But for long-term investors – mostly everyone – short-term inflation isn’t the biggest risk to financial plans. Volatility is. It's being fueled by the Federal...

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A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions

If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be tax-efficient across several dimensions of your overall plan. A...

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How to Conquer the Fear That Comes With Starting a Business by: Nicola Reid

It’s a little scary to start a business, especially if you’re fresh from college or have relied on employment all your life. But you may have no option. For example, in a case where you’ve lost your job, retired, or searched for a...

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