Blog

  Today we’re going to tackle a question that’s been asked by many: ‘How much tax do I owe for inheriting money or receiving gifts?’ It’s a great question, and a bit complicated, as it involves various factors and can vary depending on the laws…
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As a business owner, you’re well-versed in the art of risk-taking. This entrepreneurial spirit, founded on a deep-rooted belief in yourself, the willingness to invest your hard-earned money, and a relentless commitment of your time, has been key to your journey of creating something that…
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In this video we sit down with Alexis Knaack, a Human Capital Management Consultant with Paylocity, an online HR and Payroll software company       With nearly a decade of experience at Paylocity, Alexis’ passion for people and their well-being shines through her work. Her…
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As a financial advisor who serves Gen X & Gen Y business owners, I know that many small business owners have a significant portion of their wealth tied up in their business. It is essential for them to properly value their business. However, some owners…
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Today, we’re focusing on Gen X and Gen Y business owners, discussing the importance of diversifying your investments. As a business owner, your primary concern may be growing your business, but it’s essential to look at the bigger financial picture as well. So, let’s dive…
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Donor Advised Funds (DAFs) have gained popularity in recent years as an effective tool for charitable giving. DAFs offer immediate tax benefits, as donations to a DAF provide a tax deduction in the year they are gifted. These funds offer an incredibly flexible way to…
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We just got past tax filing deadline and as a Gen X or Gen Y business owner, tax planning can be overwhelming. Today, I’m going to share five key tax planning tips that can help you save money and stay compliant with tax laws.   …
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  “The world is not driven by greed, it is driven by envy”     Charlie Munger, Vice Chairman, Berkshire Hathaway  “Comparison is the thief of joy”  Theodore Roosevelt    Our lives are objectively the best humanity has ever had, yet complaining and dissatisfaction are as…
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If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you can do now, whether or not the sale is imminent.  Get Your Ducks in a Row  And by…
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You take a huge amount of risk in building a business. You risk your money, time, and more in the belief that you can create something that can grow and succeed. Whether your business will fund your retirement plan, or you hope to create a…
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