Business Planning and Personal Wealth: “If You Fail To Plan, You Are Planning To Fail”
This is a quote by one of our founding fathers, Benjamin Franklin and it is still relevant today, especially if you own a business…
Business Succession and Continuity
You have a Financial Plan. That is great but what about your business? Was that considered in your Financial Plan? You spent many years…
Plan for Unforeseen Events
This past January, a friend came to me seeking advice. He had just received an inheritance and wanted to know how he should invest…
CARES Act for Businesses
The Us Senate and House have passed the largest Economic Relief package in history called the Coronavirus Aid, Relief, and Economic Security Act (CARES). https://www.documentcloud.org/documents/6819239-FINAL-FINAL-CARES-ACT.html…
CARES Act For Individuals
The US Senate and House have passed the largest Economic Relief package in history called the Coronavirus Aid, Relief, and Economic Security Act (CARES)….
Stay On Budget to Take Control of Your Financial Future
Most people compare the idea of budgeting with pain more commonly associated with getting a root canal at the dentist. What they don’t realize…
This account helps you save money for medical expenses
I am sure I do not need to tell you that health-care costs are a major expense these days. Even though my wife and…
Don’t Lose Out Because of the Tax Cuts and Jobs Act
Are you losing out because of the Tax Cuts and Jobs Act? If you are a professional business owner in a specified service trade…
The New Tax Law
If you did not prepare for the new tax law in 2018 do not delay, now is the time to start preparing for 2019….
