Personal Finance


Recent Personal Finance Articles

A Holiday-Bonus Alternative

By Jill Andresky Fraser |  Dec 1, 1996

A CEO explains how she can give herself an alternative holiday bonus despite tight profit margins.  Read more

Smart Bonus Strategies

By Jill Andresky Fraser |  Nov 1, 1996

Some tips and advice on how and when business owners should give themselves bonuses.  Read more

Estate Planning: A Neat Way to Buy Life Insurance

By Jill Andresky Fraser |  Aug 1, 1996

A financial planner suggests that an investment-oriented life-insurance policy has some unexpected benefits.  Read more

Exit Planning: Three Ways to Plan Ahead

By Jill Andresky Fraser |  Jul 1, 1996

A lawyer offers three essential safeguards for both your family's and your company's future should your life end.  Read more

Benchmark: Putting Off for Tomorrow

By Jill Andresky Fraser |  Jul 1, 1996

Some data examining how many business owners have up-to-date, appropriate estate plans.  Read more

Resources: Personal-Finance Aid

By Jill Andresky Fraser |  May 1, 1996

A quick look at three books devoted to helping business people with their long-term financial planning.  Read more

Estate Planning: IRS Eases Trust Rules

By Jill Andresky Fraser |  May 1, 1996

A lawyer explains how recent IRS policy changes makes it easier for business owners to transfer assets to heirs.  Read more

Estate Planning: How to Shave Your Tax Bill

By Jill Andresky Fraser |  Dec 1, 1995

A tax lawyer offers some guidelines to save estate taxes when transferring stocks to family members.  Read more

In Search of the Perfect Portfolio

By Neal Ochsner |  Nov 1, 1995

Four entrepreneurs discuss their investment schemes and several experts offer investment tips to business owners.  Read more

Estate Planning: Steps to Take Before an IPO

By Jill Andresky Fraser |  Nov 1, 1995

An attorney explains the risks of passing on assets to heirs after an IPO rather than before.  Read more

Resource: Don't Wait to Plan Your Estate

By Jill Andresky Fraser |  Nov 1, 1995

Inc.'s finance editor offers a quick overview of the book Know Your Estate by Denis Clifford and Cora Jordon.  Read more

Estate Planning: Trustee Liability Rules Ease

By Jill Andresky Fraser |  Oct 1, 1995

A trusts and estates legal expert explains how new laws in three states reduce trustee liability.  Read more

Estate Planning: The Essential Role of Insurance

By Jill Andresky Fraser |  Aug 1, 1995

A financial adviser offers some tips in making an effective estate plan.  Read more

The Stock Pickers' Ball

By Stephanie L. Gruner |  May 1, 1995

Experts pick their favorite Inc. 100 stocks and offer some investment advice.  Read more

Family Limited Partnerships

By Jill Andresky Fraser |  Apr 1, 1995

Advice on creating family limited partnerships.  Read more

Estate Planning: Monitor Your Company's Growth

By Jill Andresky Fraser |  Jan 1, 1995

A founder explains how he explored various options to reduce estate taxes.  Read more

Two Partners, One Life Insurance Policy

Jan 1, 1995

Mark T. Donohue and Keith D. Greenfield, both in their early 30s, jointly own and operate Symphony Capital Management, a financial-planning business, inCh...  Read more

IRS Makes Nice

By Jill Andresky Fraser |  Dec 1, 1993

A new IRS ruling allows a way around the "transfer for value" (TFV) rule.  Read more

Two Partners, One Life Policy

By Jill Andresky Fraser |  May 1, 1993

'First to die' insurance coverage covers all company owners but pays only with the first death.  Read more

Surviving an Owner's Death

By Jill Andresky Fraser |  Apr 1, 1993

Small company survived unexpected death of its founder through advance estate planning.  Read more

Why Write a Will for Your Business?

By Jill Andresky Fraser |  Jan 1, 1993

The essentials of writing a business will.  Read more

A Guide to Trusts

By Jill Andresky Fraser |  Aug 1, 1992

Recommendations on trusts that can be valuable in reducing future taxes.  Read more

Missed Estate-Planning Opportunities

By Jill Andresky Fraser |  Aug 1, 1992

Chart shows which methods are most frequently used to pay estate taxes.  Read more

Estate-planning Resources

By Jill Andresky Fraser |  Jul 1, 1992

Three informative resources about estate planning.  Read more

Plan Now, Pay Less Later

By Jill Andresky Fraser |  Feb 1, 1992

Estate planning tax strategies.  Read more

When Living Trusts Make Sense

By Jill Andresky Fraser |  Sep 1, 1991

Advice on when it's appropriate to set up living trusts.  Read more

Estate Planning: And When I'm Gone

By Inc. staff |  Jan 1, 1990

Survey: Five methods for reducing estate taxes and the percentage of entrepreneurs who have chosen each.  Read more

Planning Ahead

By Jill Andresky Fraser |  Aug 1, 1989

There are a number of advantages to early estate planning.  Read more

Managing Your Stock Portfolio

By Paul A. Strassmann |  Apr 1, 1989

With today's software it's not hard to become your own financial adviser.  Read more

Shirt-sleeve Investing

By Lisa R. Sheeran |  May 1, 1985

The year was 1981, and company comptroller Tom Buck figured it was the end of the road for Colorado AMC/Jeep Renault Inc. All of Buck's efforts to find m...  Read more

The Case for a 'Small' Portfolio

By John Case |  Sep 1, 1983

Comparing a portfolio of blue chip stocks with a portfolio of small-cap companies.  Read more

Borrowing On The House

By John Case |  Aug 1, 1983

Funding you business through a home-equity loan.  Read more

You Can Take It With You -- And Retirees Do

Nov 1, 1981

Although the 1974 Employee Retirement Income Security Act encouraged retirees to choose pension payout plans that provided for their dependents, a recent ...  Read more

Investing In Growth Companies

Oct 1, 1981

A look at growth-company stock  Read more

Small Business Owners Expect Fortunes to Grow

By Darren Dahl

August 31, 2004 -- As the doors to the Republican National Convention open this week, a new survey delivered some good news to the delega...  Read more