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Planning For The Future
The good news is you can expect to live longer than your parents and grandparents did. But you may well spend some of those extra years needing long-term care (LTC), either at home or in an assisted living facility or nursing home. That can be prohibitively expensive, and without smart planning, your family could be left holding the bag. >>> more
Business Valuations
If you want to sell a car, a boat, or even an Egyptian mummy mask, you can just go on eBay and quickly learn what the market will bear. But if you’re selling your business, assigning it a reasonable value is a little more involved. You’ll need a business valuation expert who can consider a variety of factors including assets, cash flow, and market position. >>> more
Inheriting Retirement Plan Assets
Most 401(k)s and other employer-sponsored retirement plans are bequeathed to spouses, and with good reason. Until a recent change in rules, only a spouse could inherit a retirement plan other than an IRA and avoid immediate taxes. Now, although the process must be handled carefully, any beneficiary should be able to receive a retirement plan and enjoy the same tax-postponing benefits that a husband or wife always could. >>> more
Wealth Management For Women After A Crisis
The Challenge: To tailor wealth management services to women who are newly independent through such life upheavals as divorce or the death of a spouse.
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Greystone Advises Women In Life Transition On Wealth Issues
American women wield purchasing power worth about $3.7 trillion. That's a sum Terry Barclay says would make them the world's third-largest economy.
"There's more wealth coming into hands of women and they need advice," said Barclay, a Beverly Hills resident and CEO and president of Michigan professional women's organization Inforum. "We talk about this stuff a lot because we're one of the largest professional women's forums in the country." >>> more
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