Who had ‘insane dictator starting a war in Europe’ on their ‘what can go wrong’ next bingo card? After going from a deadly new virus and shutdowns, to record high unemployment then to people storming our capital on January 6, 2021, as Congress was meeting…
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The Value of Owning Your Building as a Business Owner
When building and growing a business, buying the business premises is often not on the priority list. But once you get to a place where you’ve created a solid financial position, purchasing and building out your own space is a business milestone that can pay…
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Inflation: What Does It Mean For You And Your Business?
Inflation – It continues to be at the forefront of conversation We feel it everywhere in our daily lives, but for investors, the big question is how will it impact your overall financial…
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There’s No Time Like The Present: The Need For Business Owners To Properly Value Their Business
I’ll figure it out later when I’m ready to retire …. That is the response we often get from small business owners when we first ask how much their business is worth. A significant amount of the wealth of small business owners is tied up…
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5 Problems Many Business Owners Have
In my 20 years in financial services, I have dealt with hundreds of business owners. From solopreneurs, to people running companies with several hundred employees, and everyone in between, there are some consistent problems I see pop up again and again. Let’s take a look…
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Should I Contribute To My Roth IRA vs. My Traditional IRA?
A question that pops up often is “Should my contributions go to my traditional IRA or my Roth 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…
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Can I make a deductible Traditional IRA contribution?
A common question is “Can I make a deductible Traditional IRA contribution?” I will try to shed some light on this subject too in this week’s Inside Look at Building Towards Wealth. Please note, the information contained here is for 2022. While the contribution limits…
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5 goals for the New Year
5 goals for the new year. I recently wrote about the importance of goal setting. I asked you to share your goals with me, and thank you to those who did just that. I want to share my goals with you. A part of this…
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The Importance Of Goal Setting
“If you don’t know where you are going, any road will take you there” – Lewis Carroll Where are you going? Until you can answer that question, you can’t say what path is the best choice for you to take. Without knowing your direction,…
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Managing Trade-Offs in Our Lives
Let’s discuss managing trade-offs in our lives. I recently was having drinks with a friend of mine and got into a conversation about some of the choices that we have made in our personal and professional lives What was great about the conversation is that…
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