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How to set up an S Corp 401(k)
Reading Time: 3 minutes Accountants and CPAs often recommend that business owners use an S-Corp as the legal structure for their businesses to reduce income taxes. However, there is …
What roadblocks should I avoid when selling my psychiatry business
Reading Time: 3 minutes Often there’s not much said about selling a psychiatry practice. As financial advisors for therapists, we encourage you to avoid getting caught off guard as …
So, you’re thinking about moving from New Jersey to Florida…
Reading Time: 4 minutes Working with retired people, a common question we get is, “Should we move from New Jersey to Florida.” Given how expensive it can get in …
Trusts are not just for ultra-wealthy people!
Reading Time: 2 minutes In our travels we are constantly finding that the people around us seem to have no idea what a trust actually is. The term “trust …
What you need to know about solo 401(k) contribution deadlines
Reading Time: 5 minutes Most people think a solo 401(k) is just a place for self-employed people to stuff a bunch of cash to save for retirement. We see …
The market scores a C+, spelling time for vigilance
Reading Time: 2 minutes Equities It’s wise to adopt a cautious stance on equities. Central banks around the world are raising rates; and in the United States, we would …