Personal Finance


Recent Personal Finance Articles

Two Partners, One Life Policy

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

Surviving an Owner's Death

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

Why Write a Will for Your Business?

The essentials of writing a business will.  Read more

A Guide to Trusts

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

Missed Estate-Planning Opportunities

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

Estate-planning Resources

Three informative resources about estate planning.  Read more

Plan Now, Pay Less Later

Estate planning tax strategies.  Read more

When Living Trusts Make Sense

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

Estate Planning: And When I'm Gone

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

Planning Ahead

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

Managing Your Stock Portfolio

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

Shirt-sleeve Investing

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

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

Borrowing On The House

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

You Can Take It With You -- And Retirees Do

You Can Take It With You -- And Retirees Do. Although the 1974 Employee Retirement Income Security Act encouraged retirees to choose pension payout plans tha...  Read more

Investing In Growth Companies

A look at growth-company stock  Read more

Small Business Owners Expect Fortunes to Grow

In a survey, majority said their personal financial portfolio was ?excellent? or ?good.?  Read more

Five Tips for Selecting an Investment Partner

Choosing a firm you like is important, as is one that truly understands your needs.  Read more