Lessons From a Decade of Service
Prepare carefully. Set goals. Follow through when things get tough. A decade of military service shapes how a person makes everyday decisions and takes responsibility. That same military discipline can … Read More
Mistakes That Can Quietly Cost Owners
By: Aaron Puttroff Selling a business is usually the biggest event of an owner’s life, yet many leave the outcome to chance. Common exit planning mistakes don’t just create stress … Read More
Instead of Trying to Predict the Market, Plan What You’re Going to Do
A well-written article about the benefits of planning – including an excellent use of the Tour de France as an analogy for how to look at the market. Enjoy. — … Read More
What Your Business Is Really Worth
Want to know the real fair market value of your business? Relying on tax-return profit alone just leaves money on the table. True business valuation starts with normalized earnings and … Read More
Key Financial Data for 2026 | Living Legacy
This comprehensive reference provides an “at-a-glance” look at the essential numbers you need for the coming year, including: 2026 Tax Rate Schedules: Detailed brackets for single, joint, and head-of-household filers. … Read More
Banking Woes, Government Stabilization Efforts
By now you know that the run on Silicon Valley Bank (SVB), and and the bank’s widely-reported inability to pay back its depositors, was followed by well-reported problems with other … Read More
Bond Banking Aftershock
All the banking turmoil—both real and perceived—sent waves through the bond market. Two-year U.S. treasury bonds experienced a 1.2% rate drop over five trading days. Depending on how you look … Read More
Comparing Student Loan Programs: What option is best for you?
Imagine it – your child applies and gets accepted to their dream school AND is offered a full ride scholarship! You pay nothing out of pocket, your son or daughter … Read More
Do Declining Diesel Prices Predict a Recession?
Before the devastating tsunamis of 2004 rolled over the coastlands around the Indian Ocean, local animals seemed to sense the coming disaster. Eyewitnesses reported that elephants moved to higher ground, … Read More
The Downside to Target Date Funds
Legendary infomercial pitchman Ron Popeil wasn’t just the inventor of the Chop-O-Matic, the Pocket Fisherman, and Mr. Microphone. He was also the creator of one of the greatest slogans in … Read More