People say a lot of funny things when it comes to their money and it seems like it doesn’t get any better with retirement. In my nearly 40 years as a financial advisor, here are the top seven funniest things I have heard retirees say about their money.
If you are contemplating selling a business and retiring in the state of Connecticut, there are several factors to be aware of. The onerous tax rates in the state as well as the conditions surrounding retiring here make it a decision not to be taken lightly.
As in any state with significant tax rates, it is important for business owners to contemplate how much tax they will pay when selling a business in the state of Connecticut.
With the recent election and political uncertainty that has ensued, the question crossing many people’s minds is whether or not capital gains taxes are going to be higher in 2021. In this blog we are going to address how we see 2021 capital taxes, and also discuss some ways to potentially to lower your capital gains tax.
Bob Karn attended the ninth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the Ritz Carlton in Orlando, FL – March 22-24, 2017.
Down markets are inevitable, both as part of the normal cycle and due to specific events. Studies show that investors who panic and react to these market events often underperform.