During a recent conversation with a friend of mine we were talking about the value that we provide to our clients and the fact of the matter is many of our clients. We both offer multiple meetings per year to clients, but the truth…
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10 More Lessons I Have Learned
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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5 Tips For Securing Funding As A Gen X or Gen Y Business Owner
As a Gen X or Gen Y business owner, you may have unique challenges when it comes to securing funding for your business. You may not have as much experience or financial history as older business owners, and you may be facing more competition…
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Getting Rich vs Staying Rich
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?
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?
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
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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Should You Set Up A SEP or SIMPLE IRA For Your Small Business?
Are you considering setting up a SEP or SIMPLE IRA for your small business? Wondering what you should do? Let’s take a closer look at options. As a business owner, you may be searching for retirement plan options that benefit both you and your employee,…
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5 Common Problems Business Owners Have
As a business owner, you have the opportunity to be your own boss, set your own schedule, and create a product or service that you are passionate about. However, owning a business also comes with its fair share of challenges. Here are five common problems…
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5 Ways To Sell Your Business
Many business owners want to eventually cash out some or all the equity in their company. This event is often a lynchpin of their financial plan. The concept of a liquidity event may seem daunting and confusing. It’s important to understand the different types of…
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