Personal Finance


Recent Personal Finance Articles

Most Business Owners Plan to Sell Within Three Years

A seller's market and aging baby-boomer population is causing many entrepreneurs to consider exiting.  Read more

Democrats Block Effort to Reduce Estate Tax, Raise Minimum Wage

Republicans fell four votes short of advancing a bill that combined two key issues for business owners.  Read more

A 23 Year-Old CEO 

Jared Isaacman, founder and CEO of United Bank Card, talks about starting his business when he was sixteen years old. His credit card transaction processi...  Watch video

Senate Republicans Postpone Vote on Estate Tax

Facing a shortage of votes, Majority Leader Bill Frist is holding off until after the Fourth of July.  Read more

House Passes Overhaul of Estate Tax

Under the new bill, 99.5% of all estates would be exempt from what critics call the 'death tax.'  Read more

NFIB Summit Presses Health-Care Reform, Estate-Tax Repeal

The nation's largest small-business lobby urged members to head to the polls in November.  Read more

Estate-Tax Repeal Falls Short in Senate

Republicans say they will pursue a compromise on reducing the 'unfair burden' on small businesses.  Read more

Battle Lines Drawn Over Estate Tax

During Senate floor debate, Republicans made their case for permanent repeal, while Democrats called the move 'unconscionable.'  Read more

Independent Beer Makers Lobby Congress Over Tax

As part of an annual conference, brewers are voicing opposition to a longstanding excise tax.  Read more

Is A Pension Plan Right For You?

If you answer yes to these six questions, a defined benefit plan may be worth a look.  Read more

Estate Planning 101

If your business adds a significant amount of wealth to your estate, it also increases the estate's potential tax liability. Here are a few ways you can pass...  Read more

Personal Finances Worry Most Employees

Nov. 30, 2005 --With wage growth barely keeping...  Read more

Senate Delays Estate Tax Vote

September 8, 2005 --The U.S. Senate will delay voting on the future of the estate tax in the wake of Hurricane Katrina, Senate Majority Le...  Read more

Saying No to Retirement

Older CEOs plan to work past age 65. They may find that harder than they expect.  Read more

How I Did It: Sidney Frank, founder, Sidney Frank Importing

"I wanted to be a billionaire," says the man responsible for your Jägermeister headache. At age 85 he stunned the liquor industry by getting his wish.  Read more

AARP Survey Reveals Support for Social Security

August 12, 2005 --The recent debate over the role of private investment in Social Security reform has strengthened public confidence in th...  Read more

Family Partnerships Under Scrutiny

The IRS takes a closer look at a way business owners sidestep estate taxes.  Read more

Inc. 500 Hall of Famer Goes Public with a Bang

May 5, 2005 --Shares of Morningstar, a mutual fund and stock research fund based in Chicago and a five-time Inc. 500 honoree, have been se...  Read more

Serial Entrepreneurs: They Just Can't Stop Themselves

Once exotic, serial entrepreneurs are everywhere these days. From their tolerance for failure to their creative use of resources to their sense of when to le...  Read more

What We Didn't Plan For

The first shock was learning that my husband was gravely ill. Then there was the lien on our mortgage and the lawsuit against his business.  Read more

Beyond the 401(k)

Few start-ups make it. New retirement plan options can help hedge your risk -- without breaking the bank.  Read more

Run, Ricky, Run!

August 16, 2004 -- Ricky Williams, one of the NFL's best running backs who scooted to 3,225 yards over the last two seasons with the Miam...  Read more

How I Learned to Stop Worrying and Love the Death Tax

Keeping the death tax at bay.  Read more

Personal Finance Extra: Real Estate

Does real estate deserve a place in your investment portfolio?  Read more

The Ultimate Investment Club for Entrepreneurs

At CMS, a highly successful but little-known financial services firm, entrepreneurs help each other find the best places to invest.  Read more

What's Next: Dreaming of Big Money

All entrepreneurs have a dream. Vergil Daughtery's is to strike it rich with a novel financial instrument he calls XPOs (that's expirationless options, to you).  Read more

Retiring Minds

In today's tough market, selling stock to employees may be the smartest path to an exit strategy.  Read more

Why America Needs the Estate Tax

Save small businesses! Save family farms! You'll soon hear those cries as Congress considers permanently eliminating the estate tax. Don't be foole...  Read more

Briefings: February 2003

The company owner's guide to laws, news, trends, and regulations.  Read more

Returns: More Reasons to Love Your Banker

These days your best bet for investing your money may well be the same place you borrow it from.  Read more

Returns: Rational Pessimism

Turns out there's a bright side to falling stock prices.  Read more

Returns: Mergers and Accusations

Yes, most mergers are misguided. But savvy investors shouldn't overlook those few companies that get them right.  Read more

Returns: It's a Big World, After All

Not so long ago, the U.S. markets looked like the only ones worth investing in. But they weren't then -- and they sure aren't now.  Read more

Web Resources: Investing in Nightclubs

Financial writer Kenneth Klee offers two resources for entrepreneurs interested in investing in nightclubs.  Read more

Returns: The Insider Story

The news is full of hand-wringing about top managers who sell their company's stock. But it's when they buy that investors should notice.  Read more