“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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Growing your business across every measure is the priority for business owners, no matter their stage.  Just starting out and working to be revenue-positive or coping with early income In the mid-stage and building your strategy and tactics for long-term growth Late-stage revenue maximization for…
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Are you one of the millions of people who are thinking of starting your own business?  There were 4.3 million businesses that filed paperwork last year, so if you’ve always wanted to be independent, you’re in good company.1 Since we’re a small business, we often…
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Whether it’s sudden or something that has built over time – there’s a moment in our lives when you realize that you need to care for the people that cared for you.  Getting a plan in place to care for your parents means balancing your…
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  For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional. This could be at any stage of life; it’s more about the individual situation and how an advisor can help.  Here…
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Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You’ll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. In addition, at age…
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