Blog
Retirement Planning
As November sets in, it serves as a timely reminder for high-net-worth individuals to focus on retirement planning. For those with substantial wealth, retirement planning involves unique considerations and opportunities that require careful attention. In this article, we’ll explore the importance of retirement planning in November for high-net-worth individuals and provide insights into key strategies […]
Read MoreNovember: The Optimal Time for Business Owners to Master Tax Planning
For business owners, managing taxes is a year-round endeavor. But as November rolls in, it’s an opportune moment to focus on year-end tax planning and make strategic financial decisions that can significantly impact your bottom line. In this article, we’ll explore the importance of tax planning for business owners in November and offer insights into […]
Read MoreThe Importance of Financial Literacy
November marks Financial Literacy Month, a time dedicated to fostering financial education and empowerment. While financial literacy is a critical need for everyone, it’s particularly important for high-net-worth individuals who face unique financial challenges and opportunities. In this article, we’ll explore the significance of Financial Literacy Month for this specific audience and offer insights on […]
Read MoreBuilding a Legacy of Change through Charitable Giving: A Financial Advisor’s Perspective
As a financial advisor, I’ve had the privilege of working with individuals and families who share a common desire – the aspiration to build not just wealth, but a legacy of positive change. One of the most rewarding avenues for creating such a legacy is through charitable giving. In this article, we’ll explore the powerful […]
Read More10 Tips to Work Toward Financial Freedom
Financial freedom is a state of being in control of one’s finances, covering expenses easily, and saving for future goals. Financial freedom enables you to choose how you spend or interact with your money and have the choice to decide what to do with it. Financial freedom is essential to being financially secure and meeting […]
Read MoreA Tough Times Survival Guide for Small Businesses
Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small businesses can be an asset in helping them succeed when times are rough, there are a few […]
Read More5 Tips for Saving and Investing as a Small-Business Owner
As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for the long run without so much emphasis on the short term. Maintain Liquid Assets Everyone […]
Read MoreAll About Financial Planning
No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s college education, or retire early. Regardless of what your goals are, financial planning can help you work towards them. Let’s dive deeper into what financial planning is and […]
Read MoreTax Planning for Business Owners
When starting a business, you must consider a number of tax-related issues. Although business tax planning is a complicated area, it is essential to understand three major topics: tax consequences when the business is formed, tax consequences when the business generates income or loss, and tax consequences of business distributions.
Read MoreA Fall Financial Checklist
For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your spending after the summer’s over to see what lies ahead.
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