Month: September 2021


Attention S-Corp Owners

Bill and Sue started their business several years ago. After a few years, it began to yield good profits and the tax man began knocking. During tax season they asked their accountant what they could do to get this tax bill down and, after consideration, they settled on setting up an S-Corp. This was a…
Read more

September 20, 2021 0
Legal Docs

Legal Documents Aren’t Just for Dying

This is the stuff they should teach you in high school… but don’t. Once you reach 18 years of age, you need to obtain the basic legal documents. It is astonishing how many individuals and families we meet without a single legal document. Most people think of dying or preparing to die when they hear…
Read more

September 13, 2021 0

Don’t Begin With the End in Mind

There is a bit of chaos and change in the world today. Okay, a lot.  And everyone is looking for answers. Whether it is how to lower taxes and keep your hard-earned dollars, find people to work, invest in markets (financial, real estate or otherwise) that appear overpriced, but also feels necessary to fight the…
Read more

September 8, 2021 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.