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  • Prevent Financial Elder Fraud

    Article shared from Fidelity InvestmentsJune 2017Ten Ways to Stop Financial Elder FraudAs our parents get older, we may find ourselves monitoring their lives from a different perspective. Conversations will go beyond their latest trip destination and how they’re feeling. We’ll start to evaluate their financial health, and seek to reduce the potential for elder financial abuse.   Continue Reading

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    Baseball and Benchmarks

    Major League Baseball launched its 2017 season in early April. Optimism reigns, as usual this time of year, because it is the start of the season. No team can be certain what level of success fate has in store for it.   Continue Reading

  • Under the Radar -- Warren Buffett's Annual Letter

    We always enjoy reading Warren Buffett’s annual letter to his Berkshire Hathaway shareholders. He modestly noted in his February 25, 2017 letter that over the past 52 years under his management the per-share book value of Berkshire Hathaway has grown from $19 to $172,108, a rate of 19% compounded annually. A huge contributor to that impressive performance was this little noted fact: In 52 years of operation the book value of the company has declined only TWICE, in 2001 -6.2% and 2008 -9.6%.Buffe...  Continue Reading

  • Reward Offered

    One of the most difficult parts of moving is changing the address on your mail. The junk mail seems to magically find you but the important stuff seems to require an act of Congress to find its way to the new address. I have moved four times in the last four years so I have unwittingly become a change of address expert.   Continue Reading

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    Physicians: Balancing High Income with Retirement Planning - The Double-Edged Sword

    ATLANTA, GA – As of 2014, the average age of “actively licensed physicians” was 52 years—in 2012 it was 51 and in 2010, 50. These numbers come from a study by the Federation of State Medical Boards (FSMB), which further noted that the physician population generally is displaying “a gradual, significant and certain shift from younger to older.” This may not be earth-shattering news, but it is data to be reckoned with. Physicians are getting older, which means if you’re reading this article t...  Continue Reading

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    High-Income Earners: Minimizing Taxes and Protecting Assets with a Defined Benefit Plan

    Physicians, business owners, professionals, and self-employed individuals often face higher taxes than most Americans, but there are many strategies you can implement to keep more of your hard-earned money. In 2017, there are some concrete financial steps that you can take to help reduce taxes and increase your asset protection—all with the use of a lesser-known type of defined benefit plan, known as a Cash Balance Plan.Defining a Defined Benefit PlanWhen it comes to retirement and tax-yea...  Continue Reading

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    Physicians: Selling Your Practice Is About More Than Money

    There are more than 800,000 active physicians in the United States and more than 50 percent of them are owners of their own practice. If you’re one of them, you have likely noticed a recent trend in the industry: consolidation. Specifically, consolidation financially backed by private equity.   Continue Reading

  • Why Democrats and Republicans Differ on Taxes - And Why They're Both Only Partially Correct

    While Democrats and Republicans rarely agree on anything, it’s no secret that tax policy and handling of economic issues are always a major point of contention. Historically, Democratic candidates have favored higher taxes, while Republican candidates typically favor lower taxes. Here’s why:The rationale behind these taxation strategies is simple, but it isn’t always straightforward.   Continue Reading

  • What's Your Business Worth, and Is Fair Market Value Really Fair?

    How can you get the most for your business when you’re ready to sell?  When a business is valued with a formal appraisal, the objective is usually to determine fair market value.  But what is fair market value, and how does that differ from a final selling price?What Fair Market Value Really is…and isn’tFair market value is loosely defined as “the price at which property would change hands between a hypothetical willing and able buyer and a hypothetical willing and able seller, acting ...  Continue Reading

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    Would Your Business Survive Without You?

    As Benjamin Franklin put it, “there are two certainties in life, death and taxes.”  For business owners, a third certainty is thrown into the mix – the eventual exit from your business.  Whether this is by choice at retirement or by force as a result of unforeseen circumstances, a formal exit from the business will eventually take place.  The real choice is whether or not you plan for it.   Continue Reading

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