Inflation – It continues to be at the forefront of conversation We feel it everywhere in our daily lives, but for investors, the big question is how will it impact your overall financial…
Read More
Archives for February 2022
There’s No Time Like The Present: The Need For Business Owners To Properly Value Their Business
I’ll figure it out later when I’m ready to retire …. That is the response we often get from small business owners when we first ask how much their business is worth. A significant amount of the wealth of small business owners is tied up…
Read More
5 Problems Many Business Owners Have
In my 20 years in financial services, I have dealt with hundreds of business owners. From solopreneurs, to people running companies with several hundred employees, and everyone in between, there are some consistent problems I see pop up again and again. Let’s take a look…
Read More
Should I Contribute To My Roth IRA vs. My Traditional IRA?
A question that pops up often is “Should my contributions go to my traditional IRA or my Roth IRA?” We’re going to look at how we go about this process in this week’s Inside Look at Building Toward Wealth. Please note, the information contained here…
Read More
