If you sold any long-term assets this year you could be staring down a 20% tax on the gain unless you take corrective action. And if you pull down high income, it gets worse. The IRS can slap on another 3.8% tax for good measure. That’s going to leave a mark friend. Fortunately there are […]
Is The Stock Market Too High?
Are you concerned about the stock market’s meteoric rise this year? Is it all huff and puff? And are your investments about to get blown down? Have the speculators driven prices up to far and too fast? I got a few calls last week from clients asking these and other questions. They wonder if it […]
The Truth About Boosting Your Credit Score
There is so much hype about credit scores that it’s easy to get fixated on your number. It’s true that your score is important and it helps reduce your cost of borrowing. But let’s not go overboard. Most people don’t have to go to extraordinary lengths to boost their score – and you probably don’t […]
How To Get People To Like You
It’s not difficult to get people to like you. Of course this has great rewards in itself. But if you shift a little bit of your energy towards this endeavor, you’ll be more successful in your career and/or business too. In order to get quality people to like you all you have to do is […]
Beneficiary IRA Distributions (RMD) – What You Absolutely Must Know
If you have a Beneficiary IRA the chances are very high that your CPA, advisor and/or custodian are setting you up for IRS trouble. That’s because based on my experience, many professionals do not know how to calculate your Required Minimum Distribution. I published this post on Beneficiary IRA Distributions about a month ago. […]
Selling A Business The Smart Way – An Interview With Jim Wang
When people start thinking about selling a business they usually first consider how much it’s worth. That’s important of course. But if you want to sell your company for maximum value the best way to do so is to talk to someone who has done it a couple of times . That’s why I rang […]