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?
“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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Setting boundaries, growing your business, and living your best life with a Coach
In this week’s Bridge towards Wealth, we’re welcomed by Sheila Devi, Founder of and executive life coach at Sheila Devi Coaching. Sheila helps busy professionals to navigate challenges (big and small). So they have more time to do their best work… and enjoy the lives…
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21 Lessons In 21 Years
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
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?
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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Data Analytics, How the Right Data Insights and Technology Can Take Your Company to the Next Level
In this week’s Bridge to Wealth we’re welcoming Ken Scales, Owner and CEO of Scalesology, Ken and I will discuss why and how a data analytics company can help business owners maximize profitability, streamline operations, and help take their company to the next level. In…
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The College Payment Puzzle For High Earning Families
Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to put your own goals on hold while you shoulder the…
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Your Year-End Financial Planning Checklist
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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Beyond tax filings, How a good CPA can help business owners better manage profitability,operations, and risk reduction.
In this week’s Bridge Towards Wealth, we talk to Caleb Lendy, Partner at Bronswick Benjamin PC, and we’re going to discuss why and how a CPA firm, beyond the required tax return filings and financial statement work, can help young business owners better understand and…
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