We’ve now come through another April tax deadline and hopefully taxpayers and accountants have recovered. No one must point out that this year (and the years to come) will be especially challenging as we, and Congress, continue to learn more about the new tax laws. While I am not an accountant, this topic is of [...]
Ray Croff recently spoke to Impact Makers Radio on the topic of Exit Planning. Listen as he talks about the most common pitfalls business owners make in their business, and why all business owners, regardless of how long they've been in business should hire a Certified Exit Planner. Listen to "RAY CROFF - Mobius Financial Advisors [...]
Whenever I go to a cocktail party or some other gathering and when the person I am talking to finds out what I do most of the time their next question is: “So what is the market going to do? “, or some variation of that. And my standard answer “If I knew for sure, [...]
With the new 2018 tax bill having sweeping changes on business and individual tax situations, it’s important to start thinking about how the bill may impact you in the months to come. While a lot of the details are still coming out and it will take time for everyone to understand the bill. We thought [...]
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have [...]
Estate planning is often back-burnered by people, especially those who are young or busy or just don’t want to deal with it. Older people may already have an estate plan in place, but most dislike the idea of reviewing or updating it. It’s not hard to understand why—it’s overwhelming to think about what you have, [...]