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2016

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What is the Value of Your Business?

In the first quarter of 2015, nearly 2,000 small businesses were sold. The median sale price was $200,000, up from $175,000 the year before.¹ As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate tax estimates, or qualifying for a loan. There are a […]

A Living Trust Primer

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically you) has full power […]

Social Security: What’s Changing in 2016

Whether you will soon be applying for Social Security, or are already receiving benefits, here’s what you need to know about what’s changing (and not changing) in 2016.   What’s Not Changing No Cost-of-Living Increase: Because inflation was unchanged from the third quarter 2014 to the third quarter 2015, there will be no increase in […]

Please Note:Limitations: The above Client Situations are hypothetical-not involvingactual Rede clients. None of the Client Situations should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Rede is engaged, or continues to be engaged, to provide investment advisory services.

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