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Essential Tax and Financial Planning Strategies for Boomers and Gen Xers Approaching Retirement

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Ross Buehler Falk & Company is committed to providing innovative and cost effective solutions to meet each client's unique personal and business goals. We build long-lasting client relationships through personal attention, integrity, and a dedicated pro-active team of professionals.

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Our firm provides this information for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is", with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

Work/Life Balance for Leaders

Striking a healthy work-life balance is a difficult challenge for everyone, but especially for those in leadership positions. Many leaders today are so busy making a living that they have no time for making a life.

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The Greatest Memo about Work/Life Balance Ever?

Last year a top tech company CEO decided he needed more balance in his life and he wrote a blog post about how he was going to accomplish that.

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VUCA – A world of Volatility, Uncertainty, Complexity & Ambiguity

Executives have taken to using the military acronym VUCA – Volatility, Uncertainty, Complexity, Ambiguity – to describe the crazy world in which they operate.

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CLIENT PROFILE: Switchgear Solutions Ltd.

When Steve Mowery walks into the room, you notice him. It might be the gray and orange combination shirt he always wears to showcase his company's brand. But, it’s more than that. He has an energy that buzzes even when he’s sitting quietly in a group meeting.

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Why Strategic Planning Fails

It’s another off-site meeting where top executives go through the compulsory huddle to determine the future of Acme, Inc. Often described as grueling, mind-numbing, tedious and a “total waste of time,” the annual strategic planning session continues as a corporate ritual.

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Strategic Planning Checklist

Strategic Planning takes planning. Here's a checklist to help you get the most out of your time.

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Tips for Better Strategic Planning

Before you get too far into your strategic planning process, check out the following tips — your quick guide to getting the most out of your strategic planning process from publisher Wiley’s Strategic Planning Kit for Dummies.

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Best Practices for Savvy Givers

Charity Navigator positions itself as "Your Guide to Intelligent Giving," and they rate and rank charities by category. Here are several tips from Charity Navigator to help you become a savvy giver.

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Executing on Strategy

So, your strategic planning process is complete and it's time to execute. Uh,oh. Here's where most companies fail.

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Do You Have the Right Business Strategy?

Facebook and Apple are frequently touted as companies with strategies built on innovation and new product development.

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