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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Financial Planning
Should You Set Up A SEP or SIMPLE IRA For Your Small Business?
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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5 Ways To Sell Your Business
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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More Than Money
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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Should a Trust Be Part of Your Estate Plan?
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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Can I Contribute to My Roth IRA 2022
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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Protecting And Growing Your Business Using The Law
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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Is It Time to Fire Your Financial Advisor?
“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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Financial Planning for Business Owners
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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Should I Set Up A Traditional 401(k) For My Business?
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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