Navigating Private Sector Workforce Reductions in 2025
Whether you’ve been impacted by workforce reductions or simply want to prepare for uncertainties ahead, this article will help you take a proactive approach.
Is Early Retirement the Right Choice? Considerations and Impacts
Federal employees facing layoffs or considering early retirement likely find themselves evaluating financial strategies and career options. Here are a few critical considerations.
2025 Outlook: 3 Common Trends in M&A Activity
Whether you’re buying, selling, or investing in a business in 2025, success hinges on making informed decisions. This article examines trends in M&A activity.
M&A Trends Webinar: Key Factors That Can Impact Your Business Exit
Business owners considering an exit know it's important to learn how to navigate the ever-changing M&A landscape. This webinar will cover insights and strategies that can maximize value and ensure a smooth transition.
Estate Planning Webinar: Tax Law Changes to Consider
Learn about the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth families.
Webinar Recording | Unveiling the Stock Market’s Political Dance
This exclusive live broadcast from PBMares Wealth Management offers a look at the 2024 election season and how politics can affect the investment world.
How to Maximize Your Social Security Benefits
When it comes time to begin collecting Social Security, you want to maximize your benefits. But to do so, there are decisions to make and several moving parts to consider, such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.
Cash Management Alternatives to Business Bank Accounts: How to Maximize Yield & Minimize Risk in Today’s Climate
Businesses are naturally concerned about the safety and security of their own company deposits. But letting cash reserves sit in a savings account isn’t necessarily the best answer. To optimize your cash reserves, being aware of all available options is critical.
Estate Planning Webinar – The Family Love Letter
Estate planning is not only an integral part of our financial lives, it includes the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.
Charitable Planning and Tax Strategies for 2022
Watch this webinar recording on Charitable Planning and Tax Strategies and learn how donors can maximize their impact while minimizing their tax burden.