Finish Rich Now, LLC

05/26/2022

War, inflation, and an impending recession – how do investors stay calm despite the volatility?

Investors continue to face uncertain, volatile, and contentious times. Watch this clip from Mark’s recent appearance on Maria Bartiromo’s Wall Street to see ...

10/11/2021

“Backdoor” Roth accounts and other opportunities for building family nest eggs without paying taxes could be in danger of ending this year. It is probably a smart idea to complete backdoor Roth conversions before year-end and begin Roth conversions this year to take advantage of currently lower income tax rates. www.finishrichnow.com

Questions about your investments, tax planning, wills, insurance, estate planning, asset protection, business? We can help.

09/21/2021

According to the 2021 Natixis Global Retirement Index it will take a miracle to retire. That’s what 46% of Millennials, 45% of Gen X and 30% of Baby Boomers said in the annual survey. Increase your income starting today. www.finishrichnow.com

Questions about your investments, tax planning, wills, insurance, estate planning, asset protection, business? We can help.

07/16/2021

Beware how devastating Conservatorship can be for a family. This should be included along with doing your will. But don't expect your Last Will and Testament to protect you and your family.

If aging Americans want to avoid the trauma Britney described last month, we desperately need unprecedented training, supervision and accountability.

06/21/2021

Patrick Geddes says investors should never view their advisors as wizards with a crystal ball.

05/31/2021

Biden’s Middle-Class Tax Hike May Cost Middle Class if Stepped Up Basis is Reformed.

President Joe Biden campaigned on a promise not to raise taxes on middle-class Americans. But a little-known provision in his big social programs bill could do just that. Tucked away in the American Families Plan, is a proposal to change the way capital gains taxes are paid on estates when people

01/18/2021

Great news for small business owners and restaurants.

For the next two years, business owners will receive a 100% deduction for any qualifying business meals.

03/30/2020

The U.S. Chamber of Commerce has created a guide to help small businesses, independent contractors, and gig economy workers prepare to file for a coronavirus relief loan under the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

02/12/2020

Watch out for being sucked into just one asset category. Having a lot of stuff in one asset class does not make a diversified portfolio.

Check out my recent appearance on Yahoo! Finance where we discuss how investors can protect themselves from gambling and keep from getting sucked into one as...

10/17/2019

It isn’t easy to be an entrepreneur in the first place, but being a female entrepreneur comes with its own set of challenges. Female entrepreneurs receive only about 2% of all venture funding, despite owning 38% of U.S. businesses. Only 4.8% of Fortune 500 companies are run by female CEOs. That [....

09/23/2019

Arbitration is a bad deal for consumers and investors. It is a private system without a judge, jury, or a right to an appeal. Forced arbitration clauses generally bind the consumer—not the broker.

Legislation unlikely to get through Senate but sends a message for potential future action.

09/23/2019

The ways they argue make a difference.