Why You Need The Business Owner Estate Planning Process

From: www.businessmole.com

For company owners, estate planning is essential. When you’ve worked so hard to establish and expand your family company, it’s hard to envision not being in charge of it anymore. In other words, they don’t know what it would imply for their company if something unexpected happened. That is why forethought is essential.

Suppose your incapacity or death, a well-thought-out estate…

Infrastructure Investment and Inflation

From: JP Morgan

Diversification may help deliver a smoother ride for investors

From: JP Morgan

By Mary Shannon

The job market has fluctuated quite a bit in the past year, with the pandemic making things unstable for just about everyone. As we press forward into a new normal, it’s important to take stock of marketable skills and make meaningful choices that will translate into income. If you’ve recently been laid off or just want to make some extra money, there are several things you can do to make the process…

BCM Buffer Series

From: Brookstone Capital Management

Crisis Events

From: Brookstone Capital Management

It was only a few weeks ago that the main crisis event the markets were contemplating was Covid. Now, that crisis has been displaced by the Russian invasion of Ukraine. These events are statistical outliers individually, also called black swans because they are rare events. Crisis events or black swans happen much more frequently than investors often realize. The specifics of any individual crisis event…

Don’t end up with less income than you need in retirement

From: www.fool.com

When you’re young, and need more income, you might take on an extra job, get a raise at work, or switch to a better-paying job. But when you’re retired, those options may not be feasible. Still, retirees need ample income to survive for possibly two or three decades (or more), and Social Security alone is never going to…

Tax Preparation Checklist

Before you begin to prepare your income tax return, go through the following checklist. Highlight the areas that apply to you, and make sure you have that information available. Better yet, attach the list to a folder of your tax documents, and check items off as you add them to the folder.

Do you feel like you’ve been limiting your financial choices in retirement? Even baby boomers with large nest eggs worry about draining their savings. Thankfully, it’s possible to stay relatively frugal while making the most of your golden years. You can find great advice on making your savings work for you on the REAP blog! Furthermore, these tips can help you manage your funds well without limiting your opportunities in retirement.

Refinance Your Home

You…