When developing a succession plan for yourbusiness, you must make many decisions. Shouldyou sell your business or give it away? Should youstructure your plan to go into effect during yourlifetime or at your death? Should you transfer yourownership interest to family members, co-owners,employees, or an outside party? The key is to pick thebest plan for […]

When Thanksgiving rolls around, the holiday shopping season comes into full swing. While many people prepare their strategy for Black Friday shopping, a lot of them forget about the second shopping holiday that weekend: Small Business Saturday. Small Business Saturday is the day you are supposed to look to your smaller area shops to find […]

What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones, or documents on cloud-storage systems? In just the two-year period from 2012 to 2014, humans produced more data than in all of human civilization before that – and the pace is […]

When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to estate tax at your death and to income tax when benefits are distributed from the plan to your beneficiaries. […]

The world’s events always affect the markets, and making smart investment choices requires you to look at what’s happening around the world. But what about during an election year? How should you invest while the country is deciding which direction to take? Regardless of which side of the political spectrum you prefer, you may want […]