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Case Study: Supporting a Company Through ESOP Liquidation and Private Equity Transition

Client Situation Resolute, a trusted financial advisor, was approached by a long-standing client-a local company for which Resolute provided fiduciary services and managed employee enrollment in the company’s 401(k) plan. The company was recently approached by a private equity firm interested in acquiring it. This acquisition triggered the liquidation of...

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Learn the beneficial ownership reporting requirement, key deadlines, and filing steps to stay compliant with regulations under the Corporate Transparency Act.

Understanding the Beneficial Ownership Reporting Requirement: Don’t Miss the Year-End Deadline

This article is geared toward business owners and/or anyone who may have any ownership in a “reporting company”. A reporting company is defined for these purposes as a corporation, limited liability company (LLC), or any entity created by the filing of a document with a secretary of state or any...

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Explore how to teach your children about giving back with practical tips for instilling philanthropy and empathy in the next generation.

The Philanthropic Family: How to Teach Your Children About Giving Back

At Resolute, we believe in helping clients understand the value they can provide by sharing their wealth to impact those closest to them and causes they are passionate about. (Our firm logo even reflects this conviction – check out The Giving Box story to learn more!) We also know that...

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Retiree healthcare costs are likely to be around $417,000 for a couple retiring today, so learn how to plan ahead to manage the expense.

Will Healthcare Costs Derail Your Financial Stability in Retirement?

As you plan for the future, it’s important to consider that retiree healthcare costs will be one of your most significant expenses during your golden years. Unlike previous generations, most retirees today are likely to be without access to employer- or union-sponsored retiree health benefits. This means that, as you’re...

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Q3 2024 Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It includes a global overview, as well as features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and...

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Learn smart strategies for investing after retirement to manage your savings and reduce risk, ensuring your nest egg lasts in the long run.

Investing After Retirement: Why it Pays to Have a Strategy

Leaving the working world behind requires a different mindset, especially when it comes to investing after retirement. Instead of focusing solely on building wealth, the priority shifts to managing how to live off your savings in both the short and long term. With the risk of running out of money...

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Investment Advisory Services Offered Through Resolute Wealth Advisor, Inc., A Registered Investment Adviser.

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