What to Know About Medicare Part B Premiums

There are many things to look forward to as you contemplate the next chapter of your life, the chapter after full-time work: travel, family, leisure, more purposeful work. However, in all of my years offering advice and guidance, I have never heard of planning for Medicare as one of them. But with proper planning, you can avoid unnecessary surprises, and hopefully save money on Medicare B premiums.  
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Why Valuation Matters for Closely-Held Businesses

on September 09, 2019 |By Jarrod Musick | Business Owners Planning
We are all working towards an end-of-business ownership event, whether it's an external sale, an internal succession, or a transition to your family through an estate plan. Whichever path you hope to take, the change will arrive someday. Knowing that the business will transition away from you at some point, it's a must to have a strategy in place. A key piece of data for that strategy is a current valuation so that you can understand what your business is worth.  
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Trade Tensions and Market Volatility

on August 27, 2019 |By Jarrod Musick | Economics Announcements
Are we in a trade war, and what does it mean for my investments? Several of our clients have asked us this lately. The short answer - we have an escalating trade disagreement that is problematic for both China and the US.  
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How to Find Your Form of Fitness

on August 26, 2019 |By Jarrod Musick | Business Owners Impact
"We must all either wear out or rust out, every one of us. My choice is to wear out." - Theodore Roosevelt  
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When to Consider Converting to a Roth IRA

Here's the big picture - converting traditional IRAs to Roth IRAs is a strategy that can preserve wealth through tax efficiency. Traditional IRAs are funded with pre-tax dollars and grow tax-deferred. Generally, when you withdraw funds, they are taxed at ordinary tax rates. Roth IRAs work just the opposite. They are funded with after-tax dollars and grow tax-deferred. Generally, when you withdraw funds, they are tax-free.  
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