Global Business / Economy
Should You Pay for a Financial Plan Upfront — or Is a Free Consultation All You Really Need?Only 30% of Americans feel confident in their financial decisions — so when you sit down with an advisor, should you pay for a full plan or start with a free consultation? Sallie Krawcheck, Michael Kitces, and Jean Chatzky weigh in.
Investments / Wealth Building
Should You Pay Off Your Mortgage Early — or Invest That Money Instead?Should you pay off your mortgage early or put that money to work in the market? Financial experts are divided — here's what Dave Ramsey, Howard Dvorkin, and Suze Orman each recommend, and how to find the right answer for your situation.
Credit & Personal Finance
Should You Incorporate Overseas to Pay Less Tax — or Is That a Risk Not Worth Taking?Lower taxes, favorable regulations, and global flexibility — incorporating overseas sounds like a no-brainer for ambitious business owners. But the gap between a legal tax strategy and a costly legal violation is narrower than most realize. A CPA partner, a tax attorney, and a financial advisor debate whether the reward justifies the risk. One verdict.
Investments / Wealth Building
Is Real Estate Still the Safest Long-Term Investment — or Has That Conventional Wisdom Expired?Real estate has been the default "safe" investment for generations. But with interest rates elevated, prices stretched, and markets increasingly cyclical, that conventional wisdom deserves a real challenge. A veteran real estate investor, a market expert, and an entrepreneur who built a portfolio on leverage disagree on whether the safety narrative still holds. One verdict.
Credit & Personal Finance
When Is the Right Time to Fire Your Accountant — and How Do You Know You've Outgrown Them?Most business owners wait too long to make this call — and it costs them. The accountant who handled your first tax return may not be the right partner for the business you're building now. A financial planner, a CPA firm consultant, and a tax strategist explain how to know when it's time to move on. One verdict.
Bitcoin / Crypto
Is Crypto a Viable Payment Method for Businesses — or a Legal and Accounting Nightmare Waiting to Happen?Forty percent of small businesses are accepting or planning to accept crypto. But behind the efficiency promises sits a tax treatment most business owners don't see coming — and an accounting burden most aren't prepared for. A tax attorney, an accounting partner, and a financial advisor disagree on whether the upside is worth it. One verdict.
