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Articles Showing articles related to: Finance & Insurance

Live life on your terms

I was recently in Colorado visiting clients and was invited to ski with them for several days. While enjoying the mountains, I met several of my clients’ friends who also loved to ski. The common thread that emerged was that all of these folks had enjoyed skiing early in life, and they had committed to a goal of skiing as often as...

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Start taking care of your family by focusing on the fundamentals

Well it looks like uncertainty and worry have returned to the investment markets and people are wondering what to do. Most investors are trying to figure out whether this is the top or if the market has more room to run. They want to know whether they should be buying or selling? But they are distracted and focusing on the wrong...

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A Final Thought: "Thank God it was you."

A few years ago, before my parents passed away, they were having dinner at their favorite Italian restaurant in my hometown of Columbus, Georgia, when a flush-mount speaker fell out of the ceiling and hit Mom on the head. Speakers, as you may know, contain a heavy magnet and the blow knocked her unconscious for a moment. Mom and Dad had eaten...

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Do you have a succession plan in place for your business?

There’s an important part of estate planning that most people who own businesses tend to overlook, says Jay Nabors, an attorney who concentrates in estate management along with his wife, Linda. Jay and Linda took over the legal practice formerly managed by John J. Urban. “Having John scale back on his involvement in the business prompted us...

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What tax changes mean to you

The federal income tax changes enacted last month for the 2018 tax year have been called the most significant tax reform in more than 30 years. How will the changes affect you? Gary Cerasi, CPA, owner of Creative Business Strategies, explains some of the major changes and how they might impact individuals and small businesses. Q: What are...

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