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In The Money Retirement Planning

Marc Lowe CFP®

In The Money Retirement Planning LLC

Financial Planning + Investments

Fee-Only & Fiduciary

Registered Investment Advisor

All Posts

Why Childfree Financial Planning Needs Its Own Approach

Why Childfree Financial Planning Needs Its Own Approach

Why Childfree Financial Planning Needs Its Own Approach

Aug 155 min read

Asset Sale vs. Stock Sale: What Connecticut Business Owners Think About Before Selling

Asset Sale vs. Stock Sale: What Connecticut Business Owners Think About Before Selling

Asset Sale vs. Stock Sale: What Connecticut Business Owners Think About Before Selling

Aug 84 min read

The Hidden Hand in Business Sales: Understanding the Strategic Buyer

The Hidden Hand in Business Sales: Understanding the Strategic Buyer

The Hidden Hand in Business Sales: Understanding the Strategic Buyer

Self-Employed/Small Business Owners

Aug 45 min read

Private Equity Companies: A Quiet Financial Buyer in the Business Marketplace

Private Equity Companies: A Quiet Financial Buyer in the Business Marketplace

Private Equity Companies: A Quiet Financial Buyer in the Business Marketplace

Nearing Retirement

Aug 16 min read

EU Trade Deal Update

EU Trade Deal Update

EU Trade Deal Update

Nearing Retirement

Jul 305 min read

How to Estimate the Value of a Business Before Meeting With a Valuation Firm

How to Estimate the Value of a Business Before Meeting With a Valuation Firm

How to Estimate the Value of a Business Before Meeting With a Valuation Firm

Jul 225 min read

The “One Big Beautiful Bill Act” (OBBBA): What the 2025 Tax Law Means for Your Financial Plan

The “One Big Beautiful Bill Act” (OBBBA): What the 2025 Tax Law Means for Your Financial Plan

The “One Big Beautiful Bill Act” (OBBBA): What the 2025 Tax Law Means for Your Financial Plan

Nearing Retirement

Jul 185 min read

Protect Your Future: Why Homeowners Insurance Reviews Are Essential

Protect Your Future: Why Homeowners Insurance Reviews Are Essential

Protect Your Future: Why Homeowners Insurance Reviews Are Essential

Jul 164 min read

What Happens When You Sell a Fully Depreciated Machine (How the IRS Taxes it)

What Happens When You Sell a Fully Depreciated Machine (How the IRS Taxes it)

What Happens When You Sell a Fully Depreciated Machine (How the IRS Taxes it)

Self-Employed/Small Business Owners

Jul 144 min read

Understanding the Tax Impact of Selling Inventory, Intangibles, and Real Estate in a Business Sale

Understanding the Tax Impact of Selling Inventory, Intangibles, and Real Estate in a Business Sale

Understanding the Tax Impact of Selling Inventory, Intangibles, and Real Estate in a Business Sale

Self-Employed/Small Business Owners

Jul 145 min read

Original Medicare vs. Medicare Advantage: What Retirees Need to Know

Original Medicare vs. Medicare Advantage: What Retirees Need to Know

Original Medicare vs. Medicare Advantage: What Retirees Need to Know

Nearing Retirement

Jul 105 min read

Managing Business Cash Reserves

Managing Business Cash Reserves

Managing Business Cash Reserves

Self-Employed/Small Business Owners

Jul 84 min read

Woman in Office

Woman in Office

Why Are Women Still Left Out of Financial Planning Conversations in 2025?

Jun 184 min read

Estate Planning for Business Owners — And Why It’s Time to Take Control of It

Estate Planning for Business Owners — And Why It’s Time to Take Control of It

Estate Planning for Business Owners — And Why It’s Time to Take Control of It

Jun 136 min read

Can You Afford to Get Hurt When You're Self-Employed?

Can You Afford to Get Hurt When You're Self-Employed?

Can You Afford to Get Hurt When You're Self-Employed?

Jun 125 min read

Man Smiling

Man Smiling

6 Tips to Achieve More Happiness in Retirement

Jun 65 min read

The SEP IRA: An Easy Retirement Option for Small Business Owners

The SEP IRA: An Easy Retirement Option for Small Business Owners

The SEP IRA: An Easy Retirement Option for Small Business Owners

Jun 45 min read

mountain top

mountain top

How Self-Employed Individuals Can Use the Profit First System to Pay Themselves and Grow Profit Margins

Self-Employed/Small Business Owners

May 235 min read

Safe holding money

Safe holding money

Money Market Funds vs. Certificates of Deposit: Understanding the Differences

Nearing Retirement

May 225 min read

laptop and computer

laptop and computer

Why Mixing Personal and Business Expenses Can Be a Costly Mistake

Self-Employed/Small Business Owners

May 163 min read

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