facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

Financial Resolutions (Not Just for the New Year) Thumbnail

Financial Resolutions (Not Just for the New Year)

In honor of the New Year… NOPE! Scratch that. It’s already February. No, we didn’t miss it. We didn’t forget. This was the plan all along. Here’s why: Reason #1: January is simply too busy as is. We have found that many business owners are still metaphorically “hungover” from closing out...

Read More
Marketing Your Small Business in the New Year Thumbnail

Marketing Your Small Business in the New Year

As a business owner, you always want to stand out from the competition. But, with so much on your plate it can be hard to keep up with the most effective marketing trends. And let’s face it, marketing is tough. Unless you are in the marketing field, you may not have a clue where to begin...

Read More
The Do's and Don'ts of Corporate Gifting Thumbnail

The Do's and Don'ts of Corporate Gifting

Remember that awesome gift you got from your boss that one time? No, you don’t. Nobody does. But everyone definitely remembers the crappy ones. The ones that felt like a stinging slap in the face on a cold winter day.

Read More
How to Reduce Taxes On the Sale of Your Business Thumbnail

How to Reduce Taxes On the Sale of Your Business

When it comes time for a business owner to transition or sell their business, taxes tend to be one of the most important planning points. After all, a solid tax planning strategy remains one of the most essential components of building personal wealth and preserving...

Read More
Achieve Financial Freedom When Selling Your Business Thumbnail

Achieve Financial Freedom When Selling Your Business

You've spent years, decades even, building your company into a successful enterprise. But as you near retirement age, your business might be the most valuable asset you have, so naturally, selling this asset to achieve financial independence sounds like the most viable retirement option...

Read More
Could the Backdoor Roth Be Eliminated? Thumbnail

Could the Backdoor Roth Be Eliminated?

The backdoor Roth is a well-known strategy used by high-income earners to minimize the tax paid on the growth of their investments. The American Families Plan, proposed by the Biden administration in April of 2021, has the approach directly in its crosshairs. Will it be eliminated?

Read More
Financial Planner or Advisor - Which is Right For You? Thumbnail

Financial Planner or Advisor - Which is Right For You?

Today, more people are seeking financial advice than ever before. However, in the highly fragmented and muddled world of financial services, it can be challenging to find the right type of financial advisor. Given a choice, most people would want to work with a professional...

Read More
Crypto: What is It? Should I Care? Thumbnail

Crypto: What is It? Should I Care?

Don't know anything about crypto? Are you missing out? Or is this another passing fad? The truth is, you're not alone. Most people don't know much about cryptocurrency. Many vocal supporters of crypto even admit that they don't fully understand what they've invested in.

Read More
6 Habits of Highly Successful Investors Thumbnail

6 Habits of Highly Successful Investors

The following time-tested, academically based tenets are the building blocks of a sound investment strategy that can carry you through the best and worst of circumstances—no matter the amount of your investable assets.

Read More
3 Common Financial Advisor Myths Busted Thumbnail

3 Common Financial Advisor Myths Busted

The financial planning profession is a truly remarkable one. For those of us who entered into this field with the right intentions, there is no greater reward than seeing real-life clients succeed day in and day out. Unfortunately, there are a ton of misconceptions held by those outside...

Read More
Better Investment Management, Better Outcomes Thumbnail

Better Investment Management, Better Outcomes

Do you have a 401(k)? 403(b)? HSA? Or even a 529 education savings plan or variable annuity? For many individuals, these held away accounts—often set up under a current or previous employer—are a large part of their retirement picture. But they are also, perhaps, the least understood.

Read More
3 Things Plan Sponsors Should Be Thinking About Thumbnail

3 Things Plan Sponsors Should Be Thinking About

To say 2020 was fraught with more change than any of us anticipated would be a gross understatement, and this couldn’t be truer for businesses that sponsor retirement plans. Changes began rolling in pre-pandemic times with the SECURE Act of 2019 and continued with...

Read More
Will You Be Paying Higher Taxes? Thumbnail

Will You Be Paying Higher Taxes?

In his first Congressional address, President Biden unveiled his proposal to impose heftier taxes on high-earners to pay for economic reforms and his large-scale infrastructure initiative as part of the American Families Plan. What’s being suggested is likely to change as political disputes...

Read More