If you’re wondering whether you should adjust your portfolio due to recent stock market events, know that you’re not alone.
As always, we appreciate the opportunity to discuss your financial needs with you. However, there may be times when you want to research a topic at your own pace. Our online resource library contains case studies, educational videos, and news and information to help you improve your financial well-being. If you don’t find what you are looking for, please feel free to contact us.
Thank you to the golfers, diners and sponsors who helped make this year’s outing so successful. We’re proud to share that Skip-A-Day 38 boasted our best turnout of golfers ever.
Background: Proper Estate Planning includes not just the Wills and important legal documents; it also involves ensuring assets are properly titled and beneficiaries are designated. These are things that simply cannot be done postmortem. Many people take the time to complete these important tasks, but few have open conversations with their families about such matters.
On December 2nd, B&E hosted an online charity poker and happy hour event. Players raised $2,400 which B&E matched dollar for dollar. Find out who won!
Background: Technically, there are eight different styles of retirement plans that could be established for small businesses. Each type has separate rules, regulations, and requirements. Based on the employer’s goals, they can have employer contributions as little as $0 or as high as over 25% of total payroll. We can often combine types of plans to get even higher employer contributions, if desired.
It was a delight to be in person at Pebble Creek Golf Club for Skip-A-Day 37! Cheers to each of you who skipped a day of work for the friendly outdoor golf competition, followed by drinks and walleye dinner.
Are you getting your documents ready for your tax preparer? Let us help save time, simplify the process of gathering the information and provide secure accurate information.
Background: A silent business partner passed, leaving his shares equally to his two children. The current active business partner runs the business. The silent partner’s children know very little of the activity of the business. One of the two kids would simply like to “cash out” indicating he would accept $20,000 for his shares. This is The Good!