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Topic:
Founders
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RMD Essentials: Maximizing Your Retirement Plan
As a business owner, you’re no stranger to making crucial decisions every day. But when it comes to your personal finances, particularly your company retirement plan, you could be leaving money on the table if you’re not optimizing your RMD strategy. Running a business can feel like you have to be a jack of all…
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Preparing for Potential Estate Tax Changes in 2026: Should You Gift Now?
Estate planning is all about preparing for an inherently unknowable future. And when it comes to estate taxes, staying informed is a crucial element in maintaining a comprehensive financial plan. As we look ahead to 2026, potential changes in estate tax laws could have significant implications for many individuals and families. For example, the increased estate…
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Investing in Your Legacy: The Importance of Estate Planning
Estate planning—it’s often a topic people shy away from or put off for another day. Yet, its importance cannot be overstated. Regardless of age or financial status, crafting a solid estate plan is essential for ensuring your wishes are carried out and your loved ones are provided for in the future. Protecting your assets Without…
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Talk Your Chart | All About Allocation: RMDs, Small Cap Debt, and All-Time Highs | Episode 56
Explore Episode 56 of Talk Your Chart, where Brett and Marcos delve into a variety of financial topics, from changing RMD rules to the impact of interest rates on small caps. Discover insights into market allocation, the U.S. Consumer Price Index, and the debate surrounding recession indicators. Tune in for a comprehensive discussion on the…
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Talk Your Chart | Spoiled Stocks and Tax Season | Episode 55
Discover Episode 55 of Talk Your Chart, where Brett and Marcos dissect the financial scene amidst March Madness and tax season. From S&P highs to company-wealth creation, we’re exploring market trends, stock performance, and estate tax exemptions this week.
