#1 Max our your 401(k) and Optimize the Investments- The most common advice you will hear is to max out your 401(k). Do you wish you could ever do more? You can, having your 401(k)-plan reviewed every 3-5 years is a good way to make sure you have the most cost effective internal expenses on....
Hiring a financial advisor can be very difficult decision. Most of the time potential clients come in and think all we do is investments. I can tell you, good advisors go beyond just investments. They look at a multitude of financial and personal aspects of your life. More importantly, they keep you from making moves....
Congress passed a technical correction in the last quarter of 2018. We have now thoroughly digested the new law. The good news is that the IRS has begun to issue instructions about how the new deduction works. Typically, the new deduction equals the lesser of 20% of your sole proprietorship profits or of your share....
The Players in a Dental Acquisition Dental Broker Banker (commercial lender) Lawyer (hopefully dental specific) Accountant and Financial Planner (dental specific needed) Buyer Representative The biggest take away from building your team of professionals is that you want them all to be competent in their specific roles. Not one person will know everything about....