Category: Wealth Advice / Estate Planning

Accounting for Business

Welcome to our Resources section, where you will find articles pertaining to accounting for business, business financial planning, financial advice, and the industries of our clients. This section is a great source of information, but please contact us if you feel you need professional financial advice. Maxwell Locke & Ritter is here to offer trusted guidance.


For most Americans, Social Security is essential for financial independence during retirement. However, some soon-to-be retirees who plan to draw Social Security aren’t fully aware of its financial scope and their rights under the Social Security Administration. This article includes five points that all retirees should know.

Ten years ago in September 2008, the global economy stood on a precipice and quickly slid into the worst recession since the 1930s. In fact this period has since been named The Great Recession.

In her will, American businesswoman Leona Helmsley left $12 million in a trust fund to her dog Trouble (who died four years after she did). Helmsley’s four executors were responsible for seeing that her wishes were carried out.

If you have limited funds to invest for retirement, you may be wondering whether to fund your 401(k) plan or a Roth individual retirement account (IRA).

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind about retirement accounts

If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.

Inc magazine reported that sixty-six percent of small-business owners have no formal succession plan.

Women continue to struggle for equality on many levels. Financially, we face an uphill battle to land the best jobs and earn an equal wage. Women also face a dramatic disadvantage when it comes to investing for our long-term financial future.

Only 30% of all businesses put on the market for sale are actually sold, according to the National Federation of Independent Business.

The everyday investor tends to be paralyzed by worry about investments and how to do right for your portfolio. Get the noise out of your head and invest wisely. Take the worry out of investing and focus on advice to live by.