Mowery & Schoenfeld wealth management has partnered with ShankerValleau to offer a comprehensive approach to personal wealth management. Our mission is to bring peace of mind through sophisticated wealth management by adhering to a long term, disciplined approach that will…
Line Up Your Strategies Before Expanding Most closely held business owners want to grow their companies. Growth represents progress, and it can result in financial rewards and new opportunities for owners and employees. However, growth results in a whole new…
Plan To Protect The Proceeds Now The proceeds from a life insurance policy are part of the financial legacy you leave behind after your death. Do what you can now to protect those proceeds from taxes, so that you’re able…
Did you know that October 19th -25th is National Estate Planning Awareness Week (“NEPAW”) It’s not on my desk calendar either, but it’s true. NEPAW was adopted by the House of Representatives in September 2008, in large part because it…
About 8,000 Americans reach the traditional retirement age of 65 every day, according to AARP. If you’re one of these preretirees, you have a lot of decisions to make about your retirement finances — including when you should start receiving…
If your employees travel away from home as part of their jobs, your business may be allowed to deduct a portion of the ordinary and necessary expenses associated with this travel. That’s the good news. The bad news is that…
