When you think about your legacy, what comes to mind? How much money your kids will be left with? The property in the mountains you have so many great memories in? Does your impact on the community surface?
According to EducationData.org, the average annual cost of a four-year, in-state public college education is $21,950, which includes $10,440 for tuition and fees and $11,510 for room and board.
Publication: Charlotte Business Journal. Featuring: Nick Kolbenschlag. For those who are lucky enough to have one, a pension plan can be a wonderful piece of the retirement income pie. For most, there is not much thought involved with the pension plan decision; turn it on when you retire and select the option that continues 100% of the income for your spouse if you pass away. While that works just fine, you’re most likely leaving money on the table, and you lack control of the asset. Let me explain why.
Zac O'Brien '09 was a man of many talents in his time at LR. A member of the Bears football team and Theta Chi fraternity, O'Brien was a scholar athlete graduating with a Bachelor of Science in finance and accounting, while earning a place on the dean's list.
Publication: Charlotte Business Journal. Featuring: Nick Kolbenschlag. If you’re an employee with company stock as a part of your compensation, there are many important decisions to be made. If done correctly, the positive impact on your long-term goals can be substantial. However, it takes careful planning to ensure you’re maximizing the benefit you receive while being cautious of the potential tax consequences.
Publication: Business Insider. Featuring: Nick Kolbenschlag. With a great deal still left to be decided, and SBA guidance forthcoming that could change even that which has been determined to date, keeping plenty of accurate documentation of each dollar of PPP funds spent is the best strategy to maximize forgiveness, Nick Kolbenschlag, the cofounder and managing partner of the financial-services firm Crown Wealth Group in Charlotte, North Carolina, told Business Insider.