Today’s post is all about financial planning for business owners. A large portion of the financial planning profession is directed at planning for people that have a defined career path, work a nine to five job, and just contribute money to a 401(k)-plan provided to…
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Archives for October 2022
Should I Set Up A Traditional 401(k) For My Business?
Business owners who are considering a retirement plan for their business have many options. While a traditional 401(k) is a well-known choice for business owners, there are many cases where other retirement plan options may be better suited for the business and the owner. We…
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Data Analytics, How the Right Data Insights and Technology Can Take Your Company to the Next Level
In this week’s Bridge to Wealth we’re welcoming Ken Scales, Owner and CEO of Scalesology, Ken and I will discuss why and how a data analytics company can help business owners maximize profitability, streamline operations, and help take their company to the next level. In…
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The College Payment Puzzle For High Earning Families
Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to put your own goals on hold while you shoulder the…
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Your Year-End Financial Planning Checklist
End of the year is coming up, but before the party gets going, there are some financial planning strategies and tactics you may want to take advantage of so that your wealth-building plan starts 2023 in great shape. Reducing your taxes is always a…
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