Money ManagementChoosing a Private Wealth Manager:
In an economy such as the one Nevada has enjoyed for more than two decades, local individuals have accumulated large amounts of personal wealth and continue to accumulate even more. Now, Nevadans..[MORE].
May 2007
Effective Tax Strategies
It is tax season again and the dreaded returns need to be filed. This article is not written to address all the vague rules that apply to complete a proper tax form, but rather, to explore tax..[MORE].
March 2007
Values-Based Estate Planning
For many people, supporting family members and giving to charitable organizations is the most fulfilling way to spend their hard-earned money – and is critical to the survival of many..[MORE].
February 2007
Trust Deed Investments
Pick up a copy of Money or Smart Money magazine, and you’ll find articles about all manner of potential investments. Stocks, bonds, REITs, tax-free municipal bonds, real estate – even..[MORE].
January 2007
Year-End Tax Review
To paraphrase Tennyson’s comments on young men and spring, in the winter everyone’s fancy turns to thoughts of tax-savings. With just a few weeks before the end of the year, business..[MORE].
December 2006
The Roth 401(k) Plan
In 2006, two things happened to strengthen the ability of investors to shelter income in a tax-deferred pension plan. The first was the creation of the Roth Section 401(k) plan on January 1, 2006...[MORE].
November 2006
Financially Intelligent Parents
Are you making money decisions based on personal values? If not, you are probably not teaching your children to do so, either.
In The Financially Intelligent Parent, 8 Steps to Raising..[MORE].
October 2006
Creating an Ethical Culture
In today’s fast-paced, competitive and demanding business environment, employees in both small and large businesses can find themselves facing difficult ethical dilemmas. For this reason,..[MORE].
September 2006
Overlooked Savings for Small Business
According to the Small Business Administration, Nevada has more than 175,000 businesses. Of those, 96 percent are defined as “small businesses,” generally with less than 100 employees...[MORE].
August 2006
Time to Circle the Wagons
At the beginning of this year, the single most important event in human demographics happened for the first time, and it will reoccur every 10 seconds for the next 15 years. The most affluent..[MORE].
July 2006
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