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Calender

Choosing The Right Retirement Plan For Your Business

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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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10 More Lessons I Have Learned

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  3 years ago, I wrote a blog article about 10 Lessons I learned in Lockdown. It’s been quite a 3 years since. Since then my newborn and 2-year-old have grown up, my 25-year-old daughter had her first child. Making me a grandfather, my business…
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Getting Rich vs Staying Rich

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  When it comes to building wealth, there are two distinct skill sets: getting rich and staying rich. While they are both important, each requires different approaches and mindsets. Getting rich is about finding opportunities to grow your wealth quickly. This typically involves taking on…
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Should I Own the Building My Business is in?

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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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Should I Contribute To My Roth Or Traditional IRA?

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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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5 Things To Think About When Planning To Pay For College

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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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