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ESOP Benefits for Business Owners

A sale to an Employee Stock Ownership Plan (ESOP) is a rarely used Exit Path, but business owners have begun taking interest in the possibilities they provide. An ESOP can be many things, but in its simplest form, it’s a qualified retirement plan that must invest primarily in the stock of a …
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Your High-Income Years are Key to Retirement Planning. So Get Stubborn

There’s a funny quote from Cal Ripken Jr., the Iron Man of baseball: “A lot of people say stubbornness is a bad thing, but it’s served me well.” When it comes to your money – and your life – you need to be stubborn about certain things. That’s why I developed the Stubborn Money concept, whi …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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