◀ The Principal Blog

Why the Estate Tax Hype is Overrated



Do you hate taxes, or do you hate paying more than your fair share of them? Is your concern how much you pay in taxes or how much you keep of your income and assets? I had a relative who never made over $30,000 per year in income his whole life, yet put all his retirement savings in municipal bonds…

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Can ESOPs be a win-win in business?



Much has been written about finding win-win solutions in business. Although this sounds great, in most instances it can be a challenge to actually achieve. In business transactions involve negotiation, we tend to think more in terms of win-lose. If you get the price you want I probably didn’t.…

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