Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
Have you named an executor to your estate?
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And the Executor Is
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The Value of Insuring Against Life’s Risks
Wondering what the election will bring? Join advisors from PSI as they discuss the upcoming election and what it could mean for your portfolio!
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Pre-Election Briefing
After the Commission on #PresidentialDebates canceled what would have been the second debate, #PresidentTrump and #JoeBiden each made plans to hold competing town halls on different networks. In case you missed it, here are the highlights and analysis of three #political reporters.
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Biden and Trump hold dueling town halls after canceled debate
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:
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Qualifying For Medicare Under Age 65
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
