Blog

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 professional…
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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,…
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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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    If you’re a Gen X or Gen Y business owner, you’re probably aware that interest rates play a significant role in the financing of your business. Let’s talk about how interest rates affect small business loans and what you can do to manage…
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As a business owner, you are in a unique position to fund your retirement savings. Setting up a retirement plan builds tax-advantaged personal wealth away from the business and can potentially lower your business taxes. In addition, retirement plans are attractive to employees and can…
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