The Capital Investment Blues: Unwinding ROBS Funding for a Startup
top of page
Blog
If you’re considering funding a startup or franchise, then you may already be ready for the huge gamble of turning a 401(k) into capital...
Randall Fisher
- Aug 30, 2012
- 4 min
Mitt Romney’s Private Wealth: Do You Want Your Estate Planning Public?
As Paul Ryan and Mitt Romney prepare to leave the Republican National Lovefest Convention tonight to get back on the presidential...
2 views0 comments
Randall Fisher
- Aug 12, 2012
- 3 min
Fore! (Well, actually, its 140 characters to say it, but it’s still important
A twitter follower, Keith Daw (@KeithDaw; but more about him later), asked me a recent question that froze me on how to respond enough...
0 views0 comments
Randall Fisher
- Jun 22, 2012
- 3 min
A Prince’s Inheritance & Why You Need an Estate Plan, Part I: The Will
For his 30th birthday on Thursday, Prince William received a bittersweet present: roughly $15 million inherited from the estate of his...
2 views0 comments
Randall Fisher
- Jun 19, 2012
- 3 min
Estate Tax Reduced for Maryland Farmers by “Family Farm Preservation Act”
On May 22, Governor Martin O’Malley signed into law a bill that many of you may have already heard about. Chapter 448, or the “Family...
6 views0 comments
Randall Fisher
- Jun 15, 2012
- 3 min
Business Succession: The Handoff
Forgive me, but after three postings on this subject in which I have invoked metaphors ranging from Monopoly to Cinderella, I can no...
1 view0 comments
Randall Fisher
- Jan 3, 2012
- 3 min
Retirement Planning, Part 5
Before the holidays, we started working through a discussion about retirement planning and ways that you can coordinate retirement plans...
2 views0 comments
Randall Fisher
- Dec 19, 2011
- 3 min
Retirement Planning Basics, part 3
Two weeks ago we started a discussion about retirement planning and ways that you can coordinate retirement plans with wealth transfer...
4 views0 comments
Randall Fisher
- Dec 13, 2011
- 2 min
More Retirement Planning Basics
Last week I started a discussion about retirement planning. Coordinating retirement plans with wealth transfer planning can be...
0 views0 comments
Randall Fisher
- Dec 9, 2011
- 2 min
Retirement Planning, continued…..
A couple of days ago I started a discussion about retirement planning. Coordinating retirement plans with wealth transfer planning can be...
0 views0 comments
Randall Fisher
- Dec 5, 2011
- 2 min
Retirement Planning: Coordinating with the Client’s Overall Planning Objectives
In a recent newsletter that I sent to planning professionals, we discussed retirement planning. Coordinating retirement plans with wealth...
1 view0 comments
Randall Fisher
- Jan 3, 2011
- 1 min
Highlights of the New Estate, Gift and Generation-Skipping Tax Legislation
On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of...
3 views0 comments
Randall Fisher
- Nov 3, 2010
- 8 min
Understanding Business Exit Planning in Today’s Market
Have you been looking forward to the day you can retire, perhaps turn your business over to a son or daughter, or sell it? Even if you...
1 view0 comments
Randall Fisher
- Dec 7, 2009
- 2 min
Some tips for dealing with retirement funds
Here are some year-end tips for dealing with retirement funds and retirement fund issues. You want to think these issues through in...
2 views0 comments
bottom of page