Our Company News
Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?
Episode 361 – The effective date of the New York Limited Liability Company Transparency Act, January 1, 2026, is nearly upon us. If your business was created in, or authorized to do business in, New York, you may be affected. If so, are you prepared to comply with its mandates and regulations? Continue Reading Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?
The Latest on the Scamming Front
Episode 360 – It seems like online scammers usually have the upper hand. The bad guys come up with a new scheme, and eventually the good guys figure it out and make changes. But then bad guys come up with more new schemes. Here are some of the latest tricks of the scamming trade. Continue Reading The Latest on the Scamming Front
Nine Mistakes Wealthy People Make
Episode 359 – A few weeks ago we took an in-depth look at some of the things wealthy people understand that the rest of us tend to miss. Today, we’ll take a look at the opposite: some financial mistakes that even wealthy people tend to make, and how we can help avoid them. Continue Reading Nine Mistakes Wealthy People Make
Should I Use My Savings to Delay Collecting Social Security?
Episode 358 – Deciding when to collect Social Security is one of the most important financial decisions you’ll ever make. Make a mistake there and you’ll pay for it—every month for the rest of your life. But what if you want to retire early? That doesn’t mean you also need to collect early. A “bridge” strategy can be an important tool to get you through those years between giving up your job and collecting Social Security. It could make you much better off in the long run. Continue Reading Should I Use My Savings to Delay Collecting Social Security?
What Wealthy People Know That the Rest of Us Don’t
Episode 357 – Do the ultra-wealthy belong to some secret club that no one else knows about? Of course not. But it’s safe to say that they do some things differently. And the rest of us could learn a few lessons from what they’ve figured out. Continue Reading What Wealthy People Know That the Rest of Us Don’t
Is a 529 Plan Really Your Best Option?
Episode 356 – 529 plans are certainly popular these days, and with good reason: high contribution limits and potentially tax-free growth. But they’re not for everyone. Here are four other potential alternatives for funding a college education. Continue Reading Is a 529 Plan Really Your Best Option?
Minimizing Capital Gains Tax on the Sale of a Business
Episode 355 – Business owners selling a business are often worried about capital gains tax. There are several strategies that may help to minimize or avoid capital gains. Continue Reading Minimizing Capital Gains Tax on the Sale of a Business
10 Mistakes People Make When Buying Life Insurance
Episode 354 – Finding the right life insurance policy can be complicated, and it’s easy to get confused. Here are ten common mistakes we see people making when they purchase life insurance. Continue Reading 10 Mistakes People Make When Buying Life Insurance