Latest Posts

An Estate Planning Primer for Business Owners

by Eric Nager on Dec 12, 2017

Estate Planning

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate. Yet, it is the one area of their financial picture that, if not thoroughly planned and managed, could have the most devastating consequences for their family and their business.

Protecting Your Intellectual Capital

by Eric Nager on Nov 22, 2017

Property

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company. In essence it is your “secret sauce,” which gives your business its competitive edge. When the recipe is lost or stolen, your business can lose most, if not all of its value.

Is 'Freedom 55' an Option Anymore?

by Eric Nager on Aug 15, 2017

Have you ever stopped to wonder why 60 is considered retirement age? Some public services - like the police force in certain countries - require you to stop working at 60. For most, retirement age, which traditionally varies from 60 - 65 simply refers to when you’re entitled to receiving your pension plan, whatever that may be.1 Thousands of man-hours go into determining when the appropriate age is to allow for citizens to get support from the government.

Smart Taxes: Roth IRA

by Eric Nager on Aug 15, 2017

Retirement, Savings

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.