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…
Read More
Financial Planning
How to Ensure a Smooth Business Transition
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…
Read More
Maximizing the Tax Advantages of Business Ownership
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…
Read More
Launching a Small Business? What to Consider
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…
Read More
How to Have “The Talk” With Your Aging Parents
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…
Read More
Is it Time to Hire a Financial Advisor? How Do You Even Do That?
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…
Read More
Tax Planning for Retirement: The Long Game
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…
Read More
Being Comfortable With The Uncomfortable
Humans don’t deal well with change, it is our nature to stick with the status quo and resist the unknown. It’s tied to our deep-seated biological drive to survive. If you’re uncomfortable with discomfort, you turn away from uncertainty and change. The last few…
Read More
Understanding Life Insurance: Term Life Insurance and Whole Life Insurance
You’ve worked hard, built a business, bought your dream home and started a family. Your income covers your expenses (with some left), you’re maxing out your 401(k) contributions, saving for college and even putting something aside in an investment portfolio. You’re in great shape to…
Read More
Estate Planning for Business Owners
If you’re a business owner, you know that building a business is all about taking risk. You put your belief in yourself, invest your money, give your time to create something that can grow and succeed. We know that your business will fund your retirement…
Read More