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Discover Your Partner
(McNeely Content/Financial Strategies)
Tags: [wealth management, raymond james, wealth management solutions, complex wealth management issues, sale of a family business, inheritance, legacy planning, charitable giving, Tax minimization, Asset ...
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Economic News Pushes Market Averages Down for August
(McNeely Content/Blog)
... weeks. However, a pledge by Federal Reserve Board Chairman Ben Bernanke that the central bank would take bolder steps to stimulate the economy if business conditions continued to worsen provided a welcome ...
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Stocks Drop Sharply on U.S., Global Economic Worries
(McNeely Content/Blog)
... United States. The news from China, it was feared, could foreshadow a slowdown in global business and job growth. Until Wednesday, the market had been relatively flat in August following a generally steady ...
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Funding a Business
(McNeely Content/Blog)
... for funding your small business, and some of the pitfalls to avoid. You've got your business plan written. You're excited about your business idea, and now it's time to get started. One problem: You don't ...
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Working with a Financial Advisor
(McNeely Content/Blog)
... advisors are not covered by uniform state or federal regulations, so there can be a considerable disparity in their qualifications and business practices. Some may specialize in one area such as investment ...
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Advantages and Disadvantages of Self-Employment
(McNeely Content/Blog)
... business or working as an independent contractor, you'll soon realize that working for yourself isn't just another job, it's a way of life. Are you someone who likes a nine-to-five routine and collecting ...
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Thank You
(McNeely Content/landingpage)
... through Raymond James Financial Services, Inc., Member FINRA / SIPC | Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are ...
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You Have Choices
(McNeely Content/landingpage)
... Copyright © 2009 McNeely Financial Strategies, LLC | Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC | Raymond James financial advisors may only conduct business ...
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What Will You Do With Your Retirement Plan Money?
(McNeely Content/landingpage)
... Inc., Member FINRA / SIPC | Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response ...
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Wondering What to Do?
(McNeely Content/landingpage)
... © 2009 McNeely Financial Strategies, LLC | Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC | Raymond James financial advisors may only conduct business with ...
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Free IRA Rollover Booklet
(McNeely Content/landingpage)
... 2009 McNeely Financial Strategies, LLC | Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC | Raymond James financial advisors may only conduct business with residents ...
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Choosing an Entity for Your Business
(McNeely Content/Blog)
... to operate your business as a sole proprietorship without organizing as a separate business entity.Now that you've decided to start a new business or buy an existing one, you need to consider the form ...
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Coping with Market Volatility: Consider Playing Defense
(McNeely Content/Blog)
... stable demand for their goods and services, regardless of whether the economy is doing well or poorly. That doesn't mean businesses in those industries are completely immune from economic hard times, and ...
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Investment Advice
(McNeely Content/Dental Professionals)
"When it comes to your clients’ financial well-being, it’s good to know there’s a company that shares your commitment." Support for Business Professionals When it comes to your clients’ financial well-being, ...
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Key Person Insurance
(McNeely Content/Dental Professionals)
"Key person insurance may be a precaution your company deserves." You’ve worked hard to establish your business. You strive to hire highly skilled, invaluable associates to help run the company. Like most ...
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Defined Benefit Pension Plan
(McNeely Content/Dental Professionals)
... by defined contribution plans. This may be advantageous to a business owner who is approaching retirement age, has never started a retirement plan and wishes to put away as much money as quickly as possible. ...
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Profit Sharing Plans
(McNeely Content/Dental Professionals)
... wishes to benefit the most. Advantages An age-weighted plan may be appropriate if a business wants to favor older, highly paid participants. Comparability plans allow an allocation that benefits a specific ...
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SIMPLE IRA Plans
(McNeely Content/Dental Professionals)
Many small business owners are looking for a retirement plan that allows employees to defer a portion of their salaries, without the complexity and the administrative requirements of a 401(k) plan. A SIMPLE ...
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Simplified Employee Pension (SEP) Plans
(McNeely Content/Dental Professionals)
... deposits contributions into the IRA of each plan participant, not into an employer trust account, thereby simplifying the accounting process. Any type of business entity, including a sole proprietorship, ...
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401(k) Profit Sharing Plans
(McNeely Content/Dental Professionals)
... employees may defer. Owner Only/One-person 401(k) A recent tax law permits the owner/partner/shareholders of a small business, and their spouses, to maximize contributions if net compensation is less than ...
