by Leif Jensen | Jun 5, 2017 | General |
Recently we had an opportunity to meet with a prospective client. When it came time to schedule the initial meeting we offered to meet with them in their office or ours. This apparently took they slightly aback, not one else offer to meet them at their location....
by Leif Jensen | May 31, 2017 | General |
Remember when you started shifting your investments from a Traditional IRA to a Roth IRS, or converted from one to another. You probably did not monitor your Traditional losses that closely. One because they were paid for with before tax dollars and two, you...
by Leif Jensen | May 30, 2017 | General |
Employers must start making decisions on health care plans for 2018 with the knowledge that, for now at least, Obamacare is still the law of the land. The law includes the so-called Cadillac tax on high-cost plans, a 40% excise tax on plans costing at least...
by Leif Jensen | May 29, 2017 | General |
In my dealing with clients the subject of employees comes up a lot. Beyond the basic payroll and HR components employees have a tremendous impact on your business. I have clients who view their employees as expenses plain and simple. They know that every...
by Leif Jensen | May 25, 2017 | General |
Granted I have written on this topic before, but it now looks like Edward S. Lampert has Sears swirling th drain. The stock is trading is trading below $8 per share. But apparently the media is too blame and not the incompetency’s of Lambert. Believing...
by Leif Jensen | May 24, 2017 | General |
I was watching the TV show “Billions” specifically the episode “Yumtime”. The main character Axelrod, bought a 4.9% stake in a publically traded business. This business was being run by the third generation of the family. Axelrod was dissatisfied by the...
