Financial
Tips
Credit
Loan
or lease? The advantages and disadvantages are spelled out in
an easy-to-read format so you can carefully weigh the options.
Management
A
closer look at an income statement and balance sheet. Learn how
both reports can help you achieve your business goals.
Are
you getting all you can from your loan officer? Besides servicing
your account, your loan officer can provide dependable advice on a range
of financial issues.
Building
a business plan. Learn how you can use your business plan to measure
the success of your business.
Who
needs a consultant? Questions to help you determine if hiring
a business consultant is right for your business.
Estate Planning
13
Estate Planning Terms You Should Know
Families
delay doing critical estate planning for a variety of reasons: much of
it deals with death or incapacitation, they don’t think they need
planning, or it raises touchy family issues. Another reason is that they
don’t understand the complicated jargon.
Do
you need a will? Will your estate be at the mercy of federal and
state laws? Learn how proper planning can help you provide for your heirs
the way you want.
Estate
planning tips. Questions you can ask yourself that may save you
estate tax dollars.
Knowing
your net worth is key to managing your money. Your estimate is
probably wrong ... by a lot of dollars!
Appraisal
Do
you need an appraisal? A simple questionnaire to help you decide
if you need a business appraisal.
Taxes
Alternative
Minimum Tax, is it in your future?
See if you are among the growing number of taxpayers who must pay the
AMT.
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