You take a huge amount of risk in building a business. You risk your money, time, and more in the belief that you can create something that can grow and succeed. Whether your business will fund your retirement plan, or you hope to create a…
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Archives for April 2023
The Impact Of Interest Rates On Small Business Loans
If you’re a Gen X or Gen Y business owner, you’re probably aware that interest rates play a significant role in the financing of your business. Let’s talk about how interest rates affect small business loans and what you can do to manage…
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Choosing The Right Retirement Plan For Your Business
As a business owner, you are in a unique position to fund your retirement savings. Setting up a retirement plan builds tax-advantaged personal wealth away from the business and can potentially lower your business taxes. In addition, retirement plans are attractive to employees and can…
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What Are You Really Hiring a Financial Advisor For?
During a recent conversation with a friend of mine we were talking about the value that we provide to our clients and the fact of the matter is many of our clients. We both offer multiple meetings per year to clients, but the truth…
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10 More Lessons I Have Learned
3 years ago, I wrote a blog article about 10 Lessons I learned in Lockdown. It’s been quite a 3 years since. Since then my newborn and 2-year-old have grown up, my 25-year-old daughter had her first child. Making me a grandfather, my business…
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