May 28, 2024 | Business Planning
What is the Value of Your Business?
In the second quarter of 2023, more than 2,300 small businesses were sold. The median sale price was roughly $300,000, down 14% from the same ...
Learn MoreWhat is the Value of Your Business?
In the second quarter of 2023, more than 2,300 small businesses were sold. The median sale price was roughly $300,000, down 14% from the same time last year.
As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate tax estimates, or qualifying for a loan.
Schedule a meeting with a member of our advisory team
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May 24, 2024 | Retirement Planning
Immediate vs. Deferred Annuities
Despite not being as well known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement. With about $2.2 trillion ...
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May 22, 2024 | Investment Planning
According to Young Investors, Progress Toward Goals Matters Most
Younger and older investors are likely to have different preferences in music, movies, and fashion. How about investments? And if so, what does it mean ...
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May 21, 2024 | Estate planning
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview
In today’s aging society, many families face the responsibility of caring for elderly parents. This task can be daunting, involving complex decisions about health, legal ...
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May 17, 2024 | Financial Planning
The Fed Started to Ease. Did You Miss It?
Some have been waiting for the Fed to lower interest rates and confirm it will ease monetary policy, which may result in lower home mortgage ...
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May 15, 2024 | Retirement Planning
Navigating the Significance of Age 59½ in Retirement Planning
As we approach the milestone age of 59½, it’s crucial to understand the implications this has on retirement planning, notably for those born in the ...
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May 13, 2024 | Retirement Planning
Choosing a Retirement Plan that Fits Your Business
If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, ...
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May 10, 2024 |
Your Essential Financial Guide for 2024: Key Dates and Tax Changes
The financial landscape of 2024 brings numerous deadlines and changes that could impact your financial planning. From tax rates to retirement contributions, staying informed can ...
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May 8, 2024 |
Scams
I recently read an article in which a financial columnist for a major publication was the victim of an elaborate and expensive scam. The con ...
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May 6, 2024 |
401k Millionaires on the Rise
As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached ...
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