Happy Holidays from Rigby Financial Group!
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The Home Office Deduction – Explained
When Rigby Financial Group plans for your taxes, we might ask whether you reserve a portion of your home as a business office. It could be a great idea, even if you have a regular office, to set up a separate room in your house for business purposes. If you need or want to, you […]
At Age 83, Paul McCartney Really “Got Back”
I got an early Christmas present this year―seeing Sir James Paul McCartney live in my home city of New Orleans; it has been over 60 years since he made his first appearance here. Then, Paul was performing with some guys named John, George, and Ringo; they played for about half an hour at City Park. […]
High Wealth Financial Strategy: Define Your Goals, Plan, and Enjoy!
Individuals with high wealth, whether you’ve built your fortune from the ground up, or carefully stewarded a personal or family legacy into its current position, you have achieved what few manage, and Rigby Financial Group congratulates you! But you’ve been too busy, perhaps, running your successful business or family office, caring for your family, to […]
Happy Thanksgiving 2025!
Thanksgiving is upon us once more―and that itself is reason to be grateful! It never fails us. Whatever is happening in this country, in the world at large, in our individual communities, Thanksgiving rolls around every November, presenting us with great opportunities to make new shared memories with families and friends, to take stock of […]
Over 50? 2026 Change on 401(k) Catch-Ups for High Earners
On September 15, 2025, the IRS issued final regulations for provisions in the Setting Every Community Up for Retirement covering catch-up contributions to various types of retirement plans. For employees over age 50, who contribute to an employer-sponsored 401(k) plan, this catch-up contribution can be up to $7,500 for 2025, and $11,250 for those age […]
Entrepreneurs: Pre-Sale Gifting to Trusts Can Cut Your Taxes
One aspect of planning the sale of your business is easy to overlook―the implications for your estate. Another consideration your transaction advisory team won’t overlook, though, is the tax considerations of your business sale, and planning for those tax implications can dovetail with your estate plans quite nicely via gift or sale of all or […]
Happy Halloween!
Halloween has been celebrated in one form or another for over 2,000 years―it dates to the ancient Celtic festival of Samhain, which was celebrated on October 31 with bonfires outside and hearth fires in homes left to burn out as the harvest was gathered. That date was the official year-end, with the new year beginning […]
Entrepreneurs: Pre-Sale Business Valuation & Timing
When planning to exit your business, it will be important to have a current independent business valuation. Whether you’ve had one done recently or not, you will want to have one within the three years prior to the sale. This isn’t a law, or even part of the official tax code, but the IRS does […]
Entrepreneurs: Are You And Your Business Prepared for Your Exit?
One fact every entrepreneur must face is that one day, we won’t be running the business we’ve built and nourished for decades. Some entrepreneurs realize this early on, and plan ahead for that day. Ideally, we start preparing for our exit the day we open as start-ups. But most entrepreneurs, of course, get too caught […]