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 (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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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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  “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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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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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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    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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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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  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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As a business owner, owning your own building can provide significant upside. Not only can it lower your monthly costs and be tax-efficient, but it can also eventually serve as a source of low-cost funding for future growth. It can also increase the value of…
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