Laddering is a strategy for Term Life Insurance coverage which involves structuring your policies in a way that frontloads coverage when you need it most and trails off accordingly, reducing the cost of life insurance coverage over time.
For folks at public companies with large amounts of their prior employers stock in their 401(k), Net Unrealized Appreciation can offer a material tax advantage - especially if the stock has been held for a long time and has appreciated substantially.
When it comes to building a business and building your wealth, how do you - over time - stack the odds in your favor? Experience indicates that having a process and executing it consistently leads to the most consistent success.
While there are various types of accounts that offer tax-advantaged ways to save towards a college education, the 529 Plan account is one of the most impactful plans due to the significant tax advantages offered and flexibility of the account.
When a buyer, investor, or lender is evaluating your business, having reliable financial information plays a major role in the risk profile that they are taking on when making the deal, and therefore is a driving factor in the value they see in your business.
2018 was a bad year for almost every asset class. Rather than let the financial media convince you a recession is around the corner, focus on what CEOs are saying…and they are not saying a recession is around the corner.
We spend a lot of time studying successful leaders. One theme we’ve found across all leaders is their ability to focus and “gate” their activities and mental energy. Learn how to use this technique to manage your business more effectively.
A study from PwC found that within just 12 months, 75% of owners profoundly regret exiting their business. Building a business, selling it, retiring and traveling is supposed to be the American Dream. So why is it so disappointing?