Analyzing Your Cash Flow

Posted by Cap-Strat on June 22, 2012

When analyzing cash flow, review operating activities, capital expenditures, and debt servicing.  As any small-business owner knows, maintaining a positive cash flow is the essence of staying on course with your objectives. Conducting a periodic cash flow analysis will help you determine whether your business generates enough cash to meet your obligations and how cash […]

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Divorce and Your Finances

Posted by Cap-Strat on June 15, 2012

Division of debt and assets may vary depending on whether a couple lives in a community property state. Divorce can be a complicated and challenging process in which details are easily overlooked. It is important to know the laws that shape divorce proceedings and to understand the impact they have on your assets. Dividing the […]

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Inheriting a Loved One’s Retirement Assets

Posted by Cap-Strat on June 8, 2012

Your options in managing retirement assets depend on whether the deceased was your spouse and also on the type of retirement account (401(k)/403(b) plan, IRA, or annuity) that you inherit. If you recently inherited retirement assets from a deceased loved one, it is important to pay attention to IRS rules that govern this type of bequest. […]

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