If you’re contemplating retirement, I certainly hope you’ve thought about your ongoing healthcare needs. If you retire at the traditional age of 65, as laws stand now, you’ll just transition onto Medicare, right? Problem solved?...
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POTENTIAL TAX-SAVING IDEAS YOU CAN MENTION TO YOUR CPA
February 12, 2019 Financial Planning Tips, Retirement PlanningThe holiday season is well over, so now it’s time to enter everyone’s favorite season of the year – tax season! (Just kidding, of course). Many folks, with the exception of the IRS, may feel as though filing taxes are a necessary...
REDEFINING A LIFE OF PURPOSE AFTER THE SALE OF A BUSINESS
January 21, 2019 Small Business Owners, LifestyleFor most business owners, there is very little separation between business and life. While this is a necessary mindset to have when navigating the challenges of entrepreneurship, it does make for a jolting transition when it all...
This article was written by Jason Giza. Jason is currently a sophomore at Indiana University, majoring in Finance.
In the past, maybe you didn’t think twice about cybersecurity. Who cares, the internet is a place to watch silly videos! Well, not anymore. Whether you’re retired or actively employed or a teen all over social media, nearly...
So you struck out on your own and started a firm. Business is promising and your new website is a hit – and you thought the hard part was over until it became clear that more capital was in demand. We interviewed Leslee Cohen,...
THE MOST VALUABLE GIFT TO GIVE YOUR KIDS THIS HOLIDAY SEASON
November 26, 2018 Financial Planning TipsOne of the biggest challenges when it comes to holiday gift-giving isn’t affording the gifts but rather figuring out how to give in a way that is meaningful. At the same time, successful families often feel concerned, even...
“FORCED INTO RETIREMENT” – WHAT COMES NEXT?
October 1, 2018 Financial Planning Tips, Retirement PlanningForced into a retirement? Must be nice! Yes, that thought came into our heads too as we anticipated writing this article. In a very active mergers and acquisitions environment and the age of corporate buyouts, involuntary...
This article is for informational purposes only and does constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or product.
BEING A FINANCIAL PLANNER IS (KIND OF) LIKE BEING A THERAPIST
August 3, 2018 Financial Planning Tips, InvestingWhat do you think is the number one issue prospective clients bring to us here at Prism? It’s likely not shocking. Here’s the big question: