Many business owners have been encouraged to get out of debt. The advice may not be entirely practicable, considering that all great entrepreneurs need loans (aka debts) to expand...
Posted by Rosovich & Associates, Inc. on 05/22/2022
If you just got married or are getting married soon, it's time to start talking about money with your partner. Super romantic, we know, but listen up: agreeing on money is a key...
Posted by Rosovich & Associates, Inc. on 03/23/2022
What is the 4% percent rule?The 4% rule is a general rule used to determine the amount a retiree should withdraw from a retirement account each year. This rule is intended to provide...
Posted by Elliot Kravitz, ATP on 11/25/2019
What are capital allowances?Capital allowances allow taxpayers to get certain reliefs on capital expenditures by allowing deductions from their annual taxable income. Not all expenditures...
Posted by CORE PERFORMANCE on 05/27/2022
As an investor concerned with the impact of every dollar invested, it is essential to know your options and make sure that your investments match the issues that matter to you. It...
Posted by CORE PERFORMANCE on 09/19/2021
What is a private activity bond (PAB)?PABs are tax-exempt bonds distributed by or on behalf of a state or local authority to provide special financial benefits for eligible projects....
If you are contemplating going with a reverse mortgage or HECM loan, it is imperative to research this unique retirement option's financial impact. A reverse mortgage allows you...
Several recent developments may affect taxpayers based on a strategy of trading or holding tax-exempt state and local bonds, commonly known as municipal or "munis" bonds....
Each year, there is a change in corporate governance standards to evolve, with the rapidly changing corporate landscape and keeping pace with changing investor priorities.Board members...