Today, we’re focusing on Gen X and Gen Y business owners, discussing the importance of diversifying your investments. As a business owner, your primary concern may be growing your business, but it’s essential to look at the bigger financial picture as well. So, let’s dive…
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Donor Advised Funds: A Flexible Solution for Charitable Giving
Donor Advised Funds (DAFs) have gained popularity in recent years as an effective tool for charitable giving. DAFs offer immediate tax benefits, as donations to a DAF provide a tax deduction in the year they are gifted. These funds offer an incredibly flexible way to…
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Tax Planning For Gen X & Gen Y Business Owners
We just got past tax filing deadline and as a Gen X or Gen Y business owner, tax planning can be overwhelming. Today, I’m going to share five key tax planning tips that can help you save money and stay compliant with tax laws. …
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You Have Money, Why Isn’t It Making You Happy?
“The world is not driven by greed, it is driven by envy” Charlie Munger, Vice Chairman, Berkshire Hathaway “Comparison is the thief of joy” Theodore Roosevelt Our lives are objectively the best humanity has ever had, yet complaining and dissatisfaction are as…
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A Quick Guide To Getting The Most Value From The Sale Of Your Business
If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you can do now, whether or not the sale is imminent. Get Your Ducks in a Row And by…
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What Every Business Owner Should Know About Estate Planning
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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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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