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Month: January 2020

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Business Owners

The One-Way Buy-Sell

Typically, small business owners are the active managers of their businesses, are heavily invested in their businesses, and generally rely on a small number of important accounts and suppliers.  Also, in most, if not all, cases no secondary market exists for easy valuation and quick disposition of ownership.

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January 13, 2020
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Family Issues

Losing A Spouse Can Be Expensive…

Few people think about this – and I wish I could be the smart guy that thought of this for this post, but I wasn’t . It’s something called the widow’s penalty tax; it affects the surviving spouse.

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January 6, 2020

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Jim's Money Blog

How To Do a 401(k) Rollover.

April 17, 2025

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

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