Rick's Weekly

These 'Clever' Little Gifts Keep On Giving

I know that I’m not the only one who has this problem. Each year I think about what people traditionally buy for their spouse. And seriously, who buys “. . . a partridge in a pear tree?” or “two turtle doves,” “three French hens,” or even “four calling birds.” However, “five golden rings”—I may be onto something there. [...]

The Most Wonderful Tax Advantages of the Year

Admittedly, future tax policy is somewhat unknown. President-elect Trump has one plan and House Speaker Paul Ryan has another. And although those two haven’t yet agreed on much, especially in the past year, both plans have some major similarities. So, we can prepare for what we do know and what we can expect. [...]

The Most Stressful Jobs In America

You see, the reason I am talking about this is because I want people to understand that since small business owners have a lot of pressure on them in the day-to-day operations, they often have very little time to plan for the future. I find in my private practice that this is becoming a big problem for many small business owners looking to retire. In fact, a recent BMO Wealth Management survey tends to agree with me and has discovered that about three in four small business owners have less than $100,000 saved for retirement. [...]

The Underdog That Trumps All Underdogs

Whether you were rooting for the underdog or not on election night, you were likely not happy to watch that as Trump’s electoral count went up, international markets and domestic stock market futures went down. This is expected, when the unexpected occurs. Let me explain. [...]

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