The Ins and Outs of 529 Education Funding Plans- Radio Show
The Ins and Outs of 529 Education Funding Plans July 12th, at 1:00pm. Christopher, Morgan, and Scott discuss the ins and outs of 529 education funding plans. An educated parent will be better equipped to give their children opportunities for their future. Help get your child’s future off to a great start by tuning in […]
Read ArticleRetirement Plans for Business Owners- Radio Show
Retirement Plans for Business Owners June 18th, at 1:00pm. Morgan and Scott talk about retirement plans for business owners. Think it’s just “plug and play”? Think again. Business owners can be held personally liable for problems with their plans. Gain insight into how to best select, compare, and manage your company retirement plan.
Read ArticleDo You Really Have Equity in Your Business?
Anyone who owns a home is familiar with the benefits of amassing as much equity as possible; you want to have a large gap between what you owe and what your home is worth when it’s time to sell—so you can pocket the proceeds. The same concept is applicable when it comes to your business. […]
Read ArticleFor the Solo Entrepreneur, a SEP-IRA, or a Solo 401 (k)
For the successful solo business person with no employees, but maybe a spouse, choosing the best option for retirement savings is important. You want to be able to set aside the greatest amount with the options that are important to you. People in this category are often consultants or solo professional practitioners of some sort. […]
Read ArticleBrokers vs. Fiduciaries
This is from a competitor but we just love this video and how it explains what we do. We’re dietitians.
Read ArticleWhere Do You Call Home and How Does it Affect Your Estate Tax?
About 15 states and the District of Columbia impose an inheritance or estate tax. The tax rates range from a few percent to 19 percent in Washington State. As the typical state exemption rate is much lower than the current federal exemption (it’s only $1 million in New York and Maryland), the middle class is […]
Read ArticleHome is Where the Heart Is – and Your Tax Bill
It’s common today for people to cross state lines to go to work, to temporarily relocate to another state for work or medical treatment, or to have a second or even a third home. Unfortunately, what’s not uncommon is for all of these states to simultaneously lay claim to your income tax dollars. Residency and […]
Read ArticleMainStreet “Best Investments for Retirement”- Christopher Van Slyke
Christopher Van Slyke is quoted in MainStreet this week: “Best Investments for Retirement”
Read ArticleReuters “When Clients Make Wild Bets, Send Them To Vegas”- Christopher Van Slyke
Christopher Van Slyke is quoted in Reuters. “When clients want to make wild bets, send them to Vegas”
Read ArticleChoosing a Professional Financial Advisor
By Christopher Van Slyke Working with a professional financial advisor can be key to achieving your goals for the future, but it can also derail your plans—if you’re not working with the right person. There’s no one-size-fits-all recipe for choosing an advisor, but there’s some important due diligence you should undertake before making a decision. […]
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