Succession Planning - Funding Your Own Buyout

Ever think about selling your business to an existing employee or family member? Check out this video where Tony talks about the concept of funding your own buyout.
Read MoreWelcome to our content corner! Our team at Corio & Associates, LLC is always striving to be on top of the latest trends and news that impacts our clients. These videos and blog posts will serve as a way for us to share new happenings in the financial world, present concepts, and solidify points that you may have heard from us already. Our team’s goal will be to publish new and original content 1-2 times per month for your enjoyment. We hope that these videos and posts can spark conversation and help you continue your uncommon financial planning to create your extraordinary life!
Ever think about selling your business to an existing employee or family member? Check out this video where Tony talks about the concept of funding your own buyout.
Read MoreAre you familiar with a Roth conversion, commonly known as a "Backdoor Roth IRA"? Check out this video where Tony discusses the concept.
Read MoreSometimes you just need to laugh at yourself. Enjoy this video of outtakes from recent filming sessions.
Read MoreWhat is dollar cost averaging and how can it benefit you? Check out this video where Tony explains the topic and how it can be helpful to your long-term investing strategy.
Read MoreIn this video, Tony discusses the difference between traditional and Roth retirement contributions and what to think about when choosing which option is right for you.
Read MoreDo you have a retirement plan sitting with an old employer? Check out this video to learn about the four options you have with your old 401(k) or 403(b).
Read MoreWhat are the biggest financial mistakes we see young doctors make? Check out this video to see our top 3.
Read MoreThere are many reasons to hire a financial advisor. In this video, Tony talks about one of his top reasons that seems to fall under the radar.
Read MoreThere are five ways that all business owners will eventually leave their businesses. Check out this video where Tony discusses all five of those ways.
Read MorePreparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...
Read MoreMemorial Day is a time for Americans to honor and remember those who lost their lives while serving in the armed forces. Veterans will think back on the men and women who served alongside them who gave the ultimate sacrifice for their...
Read MoreStock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week.The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The tech-heavy Nasdaq...
Read MoreThere’s an old Wall Street maxim that says, “markets climb a wall of worry.” And these days, there’s plenty to worry about with the trend in long-term interest rates.The 10-year Treasury yield in recent weeks...
Read MoreInflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and...
Read MoreStock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....
Read MoreWhile many in the United States are beginning to receive vaccinations and people are starting to foresee a life after COVID-19, it remains clear that things aren’t yet back to normal. As a result, there has been a great deal of...
Read MoreWhat's your "go-to" source for financial information?"Family and friends" is the #1 answer given in the annual Retirement Confidence Survey. But a close second is search engines and other online tools, including online forums like the...
Read MoreWith the new year and decade in full speed we wanted create a blog post about our teams’ dream travel destination for the new decade. We have come up with ten destinations on where we would like to travel in the next 10 years....
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