This is part three of a four part series of blogs. The first two parts covered a personal assessment and external issues to consider before purchasing a business.
Are your beneficiary designations up to date? Do you know which accounts have beneficiaries, and whom youâ€™ve designated? Itâ€™s easy to lose track.
Consider the value of time in business decisions The â€śtime value of moneyâ€ť is a critical concept in handling personal finances.
The â€śtime value of moneyâ€ť is a critical concept in handling personal finances.
The IRS has once again issued an alert for scams relating to fake charities. This time the fraudsters are looking to profit from the severe flooding in South Carolina that...
Beginning this month, you can sign up for a new 2016 health insurance policy on the health insurance Marketplace. You can also change or renew the policy you purchased...
If you’re over 70½ and are required to take distributions from your IRA or other retirement account, remember that you must take your 2015 RMD (required minimum distribution)...
Iâ€™ve yet to meet anyone who doesnâ€™t want to retire â€śsomeday.â€ť..
Are you preparing your business for the "Cadillac" tax? This Affordable Care Act provision is actually named the "Excise Tax On High Cost Employer-Sponsored Health Care
As tax rules proliferate, the thought of planning may seem overwhelming. But there's no rule that says you have to tackle everything at once. Instead, focus on one area
Did you know that in 2014, 9.9 million Americans were victims of identity theft? This crime cost them roughly $5 billion!
We are celebrating 32 years of service to our clients this month! Since our firm’s inception in 1983 a lot has changed but some things remain the same.
The Social Security Administration (SSA) began as the Social Security Board (SSB) when President Franklin Roosevelt signed the Social Security Act on August 14, 1935.
Autumn in Ohio means football season, and as an alumnus of Ohio State, football is one of my favorite sports – Go Buckeyes!