BY MARCUS IWIG, CFP, CPA, MAcc
Since we are close to flipping the calendar to 2021, this is a great time to sit down and reflect on the past financial year and anticipate what might …
Marcus Iwig, CFP®, CPA, MAcc
I’ve recently been reading, “The 7 Habits of Highly Effective People,” by Stephen Covey. I know, I should have read the book before now. Now that being said, I’ve really …
When we help ensure that people’s financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect and give, but that doesn’t always address the reasons that people hire …
Anyone who is still around from the Warren Harding administration is entitled to some respect. And maybe even a bit of … fear?
The tax law’s “like-kind exchange” provision—popularly known as “Section 1031 exchanges” after …
Determining and managing to the right investment allocation is critical to help be on track for a successful retirement. It is one of the primary ways to “know that you are OK” as you approach …
BY JOE KRISTAN, CPA, Partner, Eide Bailly
Government money deposited directly in checking accounts. Forgivable loans. Refundable tax credits for keeping employees on the payroll. These things are all big deals, and they are justifiably …
BY KENT KRAMER, CFP®, AIF®, Chief Investment Officer, Foster Group
The morning of February 12, 2020, the day after the Democratic Party’s 2020 New Hampshire Presidential Primary, I typed, “What does the Presidential election mean for …
What do the Queen of England, the Pope, and every family business CEO have in common?
They aren’t going to be around forever.
While the Queen and the …
“…but in this world nothing can be said to be certain, except death and taxes.” -Benjamin Franklin
You and I may not enjoy uncertainty, but it …
We think in deadlines from the time we get our first homework assignment. The first question is always “when is this due?” I don’t remember anyone asking for …
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