Category Archives for "Small Business"

A Commentary on the PBS Show The Retirement Gamble

By Steven Smith | Financial News , Investment Management , Meanderings , Retirement , Risk Management , Small Business

PBS recently aired a Frontline show entitled The Retirement Gamble, profiling the 401(k) industry. If you missed it, it can be viewed here. Polemic in tone, the show is highly critical of the country’s evolution from defined benefit pension plans toward defined contribution 401(k) type plans, and in particular the culture of the industry that […]

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Tax Update: The Certainty of Uncertainty

By Steven Smith | Investment Management , Money , Small Business , Tax Planning , Wealth Management

The tax “fix” at the end of 2010 left us with a jumble of extensions, expirations, and new rules for 2012. We summarize some of the biggest changes and issues to watch for while planning your 2012 taxes.

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Charity Begins at Home, But Where Does it Go From There?

By Steven Smith | Financial Lifestyle , Money , Non Profits/Foundations , Small Business

Are you or your clients struggling with a way to make philanthropy a more meaningful part of your wealth management? Hear from professional advisors on practical steps you can take to integrate giving into your financial lifestyle and family financial plans.

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Local Capital Summit

By Steven Smith | Small Business

This week I attended the Local Capital Summit in Denver, a gathering of small business owners and experts exploring ways to make local businesses more vibrant.

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Welcome to Mountain Money Blog

By Steven Smith | Financial Lifestyle , Financial Planning , Investment Management , Money , Mountain Lifestyle , Newsletters , Non Profits/Foundations , Small Business , Wealth Management

Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit.

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