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Category: Financial and Business Planning

Financial and Business Planning | Investment Management | on November 26, 2019 / By LNWM 3 Ways to Lock In Tax Savings Before Rates Go Back Up Year-end 2019 is almost here. Are you making the most of currently favorable tax rates before they change or expire...
Financial and Business Planning | Investment Management | on November 07, 2019 / By Independent Media 6 Things I Learned From Lunch With Warren Buffett “It’s 12:35 p.m. in Omaha, Nebraska, and I’m having lunch with Warren Buffett.” That’s the first line ...
Financial and Business Planning | on October 18, 2019 / By Independent Media TSA PreCheck Vs. Clear Showdown: What’s the Best Value? I strongly believe that there is no better start to a trip than a security line that moves like a well-oiled machin...
Financial and Business Planning | on October 16, 2019 / By Independent Media Video: What a Warren Presidency Could Mean for Markets
Financial and Business Planning | Investment Management | on October 09, 2019 / By Independent Media Here Is What 1200 Of The World’s Leading Impact Investors Focus On Last week saw the gathering of 1200 global impact investors and professionals in Amsterdam for the 10th annual Glob...
Financial and Business Planning | on October 02, 2019 / By Independent Media Democrats Want to Tax the Rich. Here’s How Those Plans Would Work Among Democratic presidential candidates, it’s the rallying cry of the moment — tax the rich. The idea is a cen...
Financial and Business Planning | on September 24, 2019 / By LNWM Stock Options, RSUs and RSAs: Don’t Act Without Knowing These 3 Things Stock options are so 1990s. Restricted stock is now the most popular type of equity compensation, especially for co...
Financial and Business Planning | on September 20, 2019 / By Independent Media Defined Benefit Plans for High Self-Employment Income vs. SEP IRAs On a recent trip to LA to see some of my clients, I realized that I had reached a milestone with a few of these suc...
Financial and Business Planning | on September 18, 2019 / By Independent Media What Retirement Means Now According to the Bureau of Labor Statistics, by 2028 there will be 43 million people 55 and older in the work force...