As an entrepreneur or a high-achieving sales leader, you likely wear many hats. You’re responsible for growing your business, closing deals, managing people, and ensuring that your company continues to move forward. Amid these many responsibilities, it’s easy to push aside your personal financial management. While taking control of your
I am TERRIBLE at drawing… But I love to do it when talking about money, especially when talking about how to make your money work better for you. There are so many terms and so much jargon in the finance industry and I feel like drawing pictures helps cut through
The 1st quarter of 2024 was off to a hot start with most of the markets up. The Stock Markets across the world were up in the 1st Quarter with the US Stock Market leading the way at 10.02%, followed by the International Developed Stocks at 5.59% and Emerging Markets
As a business owner who may currently be a trustee of a 401(k)/retirement plan or you may be looking into it, the aim of this article is to explain what, how and why plan benchmarking is important for you and your employees. A retirement plan can be a great tool
Remember that old saying “nothing ever stays the same”? Well, that saying can be applied to a wide array of things, including IRS filing regulations. Last year, the IRS issued updated regulations for 2024 that are intended to minimize the number of paper filings they receive each year. These new
August is National “Make a Will” Month, and it’s a great annual reminder to update your will if needed and create a will if you don’t have one already. A will is an important estate-planning document that can help you transfer your assets with ease. Having a proper will can
I know it’s mid-year of 2023, but are you thinking about your taxes and financial strategies for 2026? If not, you should be. We had this conversation with a client who is planning on selling their business soon, and they were surprised to hear that 2026 is such an important
The traditional retirement age in the United States is 65, the age at which most people are eligible to begin receiving full Social Security benefits. But many people feel the allure of leaving the workforce much sooner. Many Americans are deciding to retire earlier than planned, whether by choice or
PAYING YOUR KIDS AS A BUSINESS OWNER Paying your children may be one of the most underutilized tax strategies of small businesses owners. Yes, you can hire your children to work for you, and you’re able to pay them a legitimate wage. There are multiple planning opportunities that become available
Knowing how much cash you have coming in and how much is going out is important, but knowing why and where the money is going is another level of awareness most don’t take the time to dissect. Whether you’re a business owner or non-business owner planning for retirement, having a