There’s so much need in this world, sometimes it can be hard to balance taking care of yourself and your desire to help make the world a better place. You want to give of the wealth you’ve accumulated but you want to be wise about it to ensure that you won’t outlive your money and…
COVID-19 has upended the universe. Our hopes and plans for the new decade turned into fear and uncertainty. Some of us lost family members, jobs, and a reliable income. We learned that life is fragile and not always under our control. But there are some things we do have power over and that’s how we…
Now that people change jobs so often, it’s likely you have several different employer-sponsored retirement accounts to your name. Then, just to make it more complicated, you may even have a retirement plan that you set up for yourself and your employees when you started your own business. With multiple fees and investment decisions associated…
Many people attempt to manage their finances on their own; however, if you choose the DIY method, you open yourself up to a multitude of potentially costly missteps. Partnering with a financial advisor is the wisest choice to ensure you’re maximizing your hard-earned money now and for your future. But not just any financial advisor…
16, 18, 21, 50, 59½, 62, 65, 66-67, 70. What do all these numbers have in common? In the U.S., these are milestone ages that indicate you’re now old enough to be afforded new rights, opportunities, or—in the case of the last one—requirements. Ages 16, 18, and 21 are exciting times in our youth, when…
If you’re a business owner, I bet that calling it a “job” feels like an understatement. From that first spark of a creative idea to managing a full-fledged business, your business is your life. And because starting and running a business is all-encompassing, it’s unlikely that in your few spare moments, you think about how…
If you’re a business owner, even the thought of selling your business can be daunting. Many owners today just focus on getting the proper valuation of their business and finding a buyer that will be a good fit. While these factors are important, there is often an area that business owners tend to overlook: tax…
Corporate executives have a lot on their plates. It’s up to them and their leadership to ensure their organization fulfills its purpose and remains financially stable. And on the personal front, they also carry the heavy burden of having distinct financial planning and retirement challenges. Yes, they are high earners, but their unique compensation and…
As most people know, one of the best ways you can increase and protect your wealth is to reduce your tax liability. You are likely already familiar with saving in a tax-advantaged retirement account like a traditional IRA or Roth IRA. However, those accounts have contribution limits that aren’t high enough for higher-income earners preparing…
For most, April is tax season. However, as an entrepreneur or real estate investor, you are expected to make estimated tax payments throughout the year. While you may have the privilege of uncapped income, taxes tend to be more complicated. Proactive tax management is a necessary first step to make the most of your irregular…
