The Holiday Season, That Other Tax Time

With the holiday season in full swing, most small business owners find themselves focused on year-end sales and the outlook for 2015, while attempting to take well-deserved vacations and reconnect with family and friends. Unfortunately,…


The Great 401(k) Rip-off Redux

A few weeks ago, I wrote on this topic. I have been kind of consumed with it lately, as it’s the topic of my next book and where my practice is focusing at the moment….




How to Succeed as an Entrepreneur After You Retire

For many baby boomers, being retired doesn’t necessarily mean never working again. A growing number of retirees are choosing to start their own business. According to the Ewing Marion Kauffman Foundation, a leading research group on…


The Best Places to Retire in 2018

Finances are different after retirement. Weekly paychecks get traded in for monthly Social Security, pension and retirement fund payments. Meanwhile, for those who are traveling or trying out new hobbies, expenses may go from predictable to…