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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I am often asked whether someone should contribute to their Roth or Traditional IRA. We’re going to look at how we go about this process in this week’s Inside Look at Building Toward Wealth. Please note, the information contained here is for 2023. You are…
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Are you worried about how you’re going to pay for your child’s college education? Don’t worry, you’re not alone. In this week’s Inside Look at Building Towards Wealth, we’ll be discussing five things you need to think about when investing for college. 1. Start Early…
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Are you considering setting up a SEP or SIMPLE IRA for your small business? Wondering what you should do? Let’s take a closer look at options. As a business owner, you may be searching for retirement plan options that benefit both you and your employee,…
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If you are wondering whether you are eligible to make a deductible contribution to a Traditional IRA in 2023, the answer depends on several factors, including your income, tax filing status, and whether you or your spouse are covered by a retirement plan at work….
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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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