Tag: planning

Business Leadership Forecast for 2023

Dec 28, 2022

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by

Tony Novak

in Education, Government, Values

These eight macroeconomic trends will influence businesses leaders in 2023.
Summary of Supreme Court Ruling Impact on Married Same Sex Couples

Jun 27, 2013

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by

tonynova

in Financial Planning

Yesterday’s Supreme Court ruling affects legally married same sex couples living in California, Connecticut, Delaware, Iowa, Maine, Maryland, Massachusetts, Minnesota, New Hampshire, New York, Rhode Island, Vermont, and Washington, the District of Columbia and five Native American tribes. The ruling affects the following common financial planning issues: 1) transfer of property to a spouse during…