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Calender

13 Money Mistakes and How to Avoid Them

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We have all made mistakes in life. When we were young, we never wanted to listen to our parents. What do those old people know anyway? Hopefully, we have become wiser as we have become a little older. Here are 13 money mistakes, that we…
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Is It Time to Fire Your Financial Advisor?

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“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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21 Lessons In 21 Years

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I recently marked my 21st year of being my own boss. It has been filled with the highest of highs and some of the lowest of lows. I try to learn from it all. These are a few of the lessons I have learned along…
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Financial Planning for Business Owners

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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?

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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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Your Year-End Financial Planning Checklist

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  End of the year is coming up, but before the party gets going, there are some financial planning strategies and tactics you may want to take advantage of so that your wealth-building plan starts 2023 in great shape. Reducing your taxes is always a…
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