Matters Column

A weekly column on matters concerning legal, money, small business, family business and people issues.

ARTICLES

Retirement: What’s it all about and how should you prepare for it?

February 23, 2018
Most people look forward to retirement with both anticipation and anxiety. In most instances, they have thought about it a lot. Read More

Estate planning: better done sooner rather than later

February 9, 2018
The new year is off and running at full speed. I often comment about taxes in some fashion. This month, I am going to take a break from being in the weeds on taxes and spend some time on a topic that probably has application to many, if not all of us. Read More

What would you do with an extra four hours per day?

February 2, 2018
If you were sick and felt horrible for four hours every day, what would you be willing to pay to feel good? Read More

Avoid the risks in handing down the family business

January 26, 2018
In a survey by the Family Owned Business Institute, family business owners were asked if the business was meant to be handed down within the family or families that own it. Read More

New Year’s resolutions: Will you be a winner?

January 19, 2018
The new year has arrived. But the question becomes where are we going? For many, they will make this new year an opportunity to change for the better, like more exercise, better eating habits, improved relationships; a burst of positive energy. Read More

New year provides opportunity to review finances

January 12, 2018
The new year has dawned upon us. The past year is a memory, and the new year offers new and exciting opportunities. Many see a new year as an opportunity to make new resolutions. In some situations, this allows one to reevaluate past personal financial decisions and to make any appropriate changes for the upcoming year. This new year is no different. Read More

Note to self: Be wary of tax law hysteria this year

January 5, 2018
So the Trump tax plan has been signed into law. There will be a mad rush to take credit for the good parts and place blame for the bad parts. With that in mind, be careful who you listen to.
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Hiking through the 65-day trust distribution rule

December 29, 2017
So much can happen in 65 days. Read More

Telecommuting: things to consider before implementing

December 15, 2017
When computers started to appear in the workplace, people were enthralled with how such equipment would change how we work. Read More

U.S. tax reform affects trade, other economies

December 8, 2017
Black Friday, Cyber Monday, Giving Tuesday, the triple play ritual following the Thanksgiving holiday has ended. Read More