Posts Tagged ‘business owners’


It’s Time to Review Your Insurance

Icon Provided by Joseph Regenstein IV, CMFC on January 23, 2012

September is National Life Insurance Awareness Month When was the last time you looked at your life insurance coverage? Why not do it now? September is as good a time as any – in fact, this is National Life Insurance Awareness Month. The non-profit Life and Health Insurance Foundation for Education (LIFE) wants to awaken [...]

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The Cross Purchase Buy-Sell Agreement

Icon Provided by Joseph Regenstein IV, CMFC on January 23, 2012

Taking Care of Your Business After You’re Gone Business owners are builders. They spend their lives building a business that provides goods and services to their clients and provides themselves a living. But nothing can tear down that lifetime work faster than their own death, or the death of a business partner. Often, much of [...]

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Finding a Tax Preparer

Icon Provided by Joseph Regenstein IV, CMFC on December 9, 2011

When should you hire one? What should you look for? Is doing your own taxes getting to be more and more of a challenge? Are you thinking of hiring someone to do it for you? Are you wondering if that will be worth the cost? There are times in life when you really should turn [...]

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An Overview of SIMPLE 401k’s

Icon Provided by Joseph Regenstein IV, CMFC on October 11, 2011

These lower-cost, easily administered plans may be appealing in a sluggish economy. What do you know about the SIMPLE 401(k)? Most business owners have heard of it, yet don’t know much about this retirement savings vehicle. When times are tight, it might be an excellent choice. Do you have a business with fewer than 100 [...]

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The Small Business Jobs Act

Icon Provided by Joseph Regenstein IV, CMFC on October 25, 2010

What’s in it for businesses … and participants in 401(k), 403(b) and 457(b) plans. On September 27, President Obama signed H.R. 5297 – the long-debated Small Business Jobs Act of 2010 – into law.1 In the wake of its passage, there are some interesting questions to consider. Will the new law’s tax breaks and credit [...]

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