The three takeaways in this article: What you can expect regarding the Increase Capital Gains Rate How Estate Planning & Gifting will change next year How to use Tax Credits for parents and children While I was out to lunch with Sue, a small business owner in the Event Planning
Generally debt is any monies owed. it is broadly defined as “Any negative on your balance sheet.” But we think there are key distinctions in the way debt is owed. This causes us to divide debt into two definitions, erosive and accretive. Erosive Debt – is debt that over the
As an investor, it’s important to work with someone who has your best interests in mind. That’s where an Accredited Investment Fiduciary® (AIF®) comes in. An AIF® is a financial professional who has undergone specialized training in fiduciary responsibility and investment management through the Fi360 Designee process which is accredited
