Krilogy News

Successfully Manage Your Company-Sponsored Retirement Plan RFP

If you are a business owner or an HR professional, you know the letters RFP all too well. You may find yourself faced with the need to prepare RFPs, requests for proposals, for a number of things related to the business, including your company-sponsored retirement plan. While the letters mean the same thing for any product or service you’re looking…

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7 Things the CEO of a Billion Dollar Investment Firm Does with his Personal Portfolio When the Market Drops 1,000 Points

It’s February 24, 2020, and the Dow Jones Industrial Average just dropped a little over 1,000 points. The coronavirus scare has created a worry in the financial markets that global growth will begin to slow. Someone asked me: “What do you do with your portfolio when the markets drop suddenly?” It’s a powerful question. You don’t have to be a…

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Divorce Financial Planning: What to Do Before, During and After a Divorce

Divorce is one of the most emotional events a person can face in his or her lifetime. There are periods of grieving, anger, fear, and insecurity. Regardless of how amicable the split may be, the parties involved experience pain which can lead to decisions based on emotion rather than an informed process. This can be dangerous to a person’s financial…

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Matt Mercer

How do the new tax laws affect my 529 plan?

Quality education is something worth saving for, so why not use a plan that offers incredible income tax breaks? 529 plans can be used for college savings and prepaid tuition plans and are a great option for either saving for yourself or your child. However, it’s important to understand how new tax laws affect the rules for 529 plans. What…

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Charles Schulz

Growing Your Business Beyond its First Three Years

My last article touched on financial considerations for business owners surviving their first three years in business. In the piece, I pointed out a few important areas of focus: growth, monitoring financial statements, managing debt, learning income trends, keeping cash on hand, and holding the appropriate types of insurance as a few items that should be on the radar screen…

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Charles Schulz

Surviving Your First Three Years as a Small Business Owner

Entrepreneurs and business owners have a great deal of my respect. There are obvious hurdles to starting your own business, and while some of these are easy – such as identifying your passions and dreaming of success – many are difficult. Finding the capital to start your business, choosing the right legal structure, convincing people to work with you (or…

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Charles Schulz

Why Year-End Planning in 2018 is More Important Than Ever

2018 has proven to be a year unlike many others as the United States experienced the biggest tax law overhaul in decades with the Tax Cuts and Jobs Act (TCJA). Much has been written about the implications for the average taxpayer, and we at Krilogy Financial® and Krilogy® Tax Services have been advising clients on issues such as charitable giving…

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Kristin Poole

Impact Investing: Aligning Values with Investments

With the recent ad campaign that highlights Colin Kaepernick, we can see a continuing pattern of large corporations’ increasing involvement in social issues. In 2017 we saw Audi’s Super Bowl commercial in support of equal pay for women; in ’16, Target’s decision to offer transgender-inclusive bathroom access in all its stores; in ’15, Chick-fil-A’s stance against catering for a same-sex…

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Matt Mercer

Veterans: You May Be Eligible for a Tax Refund

If you’re one of the 130,000 combat-injured veterans whose disability severance pay was taxed between 1991 and 2016, a recent letter from the Department of Defense could be informing you that you may be eligible for a refund. This is the result of the Combat-Injured Veterans Tax Fairness Act of 2016 which allows veterans the opportunity to file an amendment…

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Mike DiSalvo

Why All Advisors Are Not the Same

How would you characterize your relationship with your advisor? If you’re like many investors, you have the perception that whether you’re working with a financial advisor, broker, wealth manager, financial planner, or any of the other titles that occupy this industry, they all do the same thing. But that couldn’t be further from the truth. There are many differences between…

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