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...
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...
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.
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...
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...
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?
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...
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.
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.
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...
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.
Business succession planning is a critical part of operating any business, especially when you will rely on your business to fund a significant portion of your retirement.
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...
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...