Many business owners want to eventually cash out some or all the equity in their company. This event is often a lynchpin of their financial plan. The concept of a liquidity event may seem daunting and confusing. It’s important to understand the different types of…
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  When you hear the term financial advisor or financial planner, what’s the first thing that comes to your mind? If you’re like many people, you said investments. While investments certainly are a part of what a good financial planner does, real financial planning is…
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Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and high-value assets to protect. Times have changed. Modern lives are complicated, asset values are high, and good estate planning is for…
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A question that often comes up is, can I contribute to a Roth IRA? There is still time to contribute in 2022 IF you qualify. I am going to walk you through the steps of whether you qualify.  First, do you have an earned income? If you…
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In this week’s Bridge to Wealth, we’re welcomed by Togai Atac, Founder and Managing Member of Atom Law Group. Aside from his role as the chief executive of the firm, Togai works closely with both robust small US businesses and US subsidiaries of foreign businesses…
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“Not everything that can be counted counts, and not everything that counts can be counted.” –Albert Einstein Financial planning is about so much more than the money and investments. It is about wish fulfillment and a realization of all you want to accomplish in life. …
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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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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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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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Buy-Sell agreements: Ensuring Smooth Business Transitions Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t there? All business owners will leave their business. Whether planned, like a sale, or unplanned, like a death or…
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