In my time as a financial advisor, I’ve had quite a few self-employed clients in a variety of industries. Along the way, I’ve learned what my clients need when they decide to start a business. For those that are looking to transition from full-time employment to self-employment, we usually go through a process like this: How to Start a Business: The Dreaming Stage Before you start a business, Continue Reading
Check These Spring Financial Tasks Off Your List
Taxes get all the attention each spring, but there are some other spring financial tasks that you might be forgetting about. Tax day has moved to May 17th this year, but that doesn’t mean other key deadlines have changed. Here are some additional tasks to take care of this time of year: Spring Financial Tasks: IRA Withdrawal Deadline Did you or a loved one recently turn 72? If so, mark April Continue Reading
Creating Your Personal Investment Pillars
What’s your personal investment philosophy? How do you decide what to invest in, and when? Knowing the answers to these questions can help you build a portfolio designed to stand the test of time. But before you can answer those questions, you first need to know your personal investment pillars. These are the rules and standards you follow whenever you’re considering buying, selling or changing Continue Reading
The Benefits of Filing Taxes Early
It’s tax time again! It may not be the most wonderful time of the year, but it is a necessary evil. If you tend to put off filing taxes until the last minute, you might want to consider filing taxes early this year. Here are a few of the benefits of sending in your taxes early: Why You Should Consider Filing Taxes Early in 2021 We actually had to wait 16 more days to begin filing taxes this Continue Reading
How to Plan a Money Date Night (That You Won’t Dread!)
“Date night” and “financial planning” are two things you might not usually put together. However, with a little planning and an open mind, a money date night can be responsible and romantic. Not convinced? Here are some reasons you should incorporate money talk into your usual date night plans: Plan a Money Date Night - Because Money Matters Money may not be everything in a relationship - but Continue Reading
Roundup: How to Set Achievable Financial Goals
A few weeks into the new year, how are your resolutions going? Have you veered off course? If you have, you’re not alone: Most people ditch their resolutions by February. If your resolutions are already losing steam, don’t worry: You still have plenty of time to make a plan that works for you. Here’s how to set financial goals that’ll hold up even through another uncertain year: Find the Finish Continue Reading
How to Set Yourself up for Financial Success in 2021
Leaving 2020 behind doesn’t mean we’re leaving all the drama behind, too. 2021 is still a pandemic year, bringing heaps of uncertainty with it. There are reasons to be optimistic about 2021, however. And reasons to be careful. So how do you strike a balance between cautious and hopeful in your New Year’s goals? The short answer is this: prepare for the worst, but hope for the best. Here’s Continue Reading
What the New Stimulus Package Means for Business Owners
With just days left of 2020, another stimulus package is on its way as part of the omnibus spending package. The document is over 5,000 pages long - you can check it out here for some light reading. Here are some of the ways it could impact business owners: Deducting expenses with the Payment Protection Program For business owners who received the Payment Protection Program loan, there was some Continue Reading
Is Your Financial Planner Right for You?
Like any good relationship, the one you have with your financial planner should be built on trust, understanding and effective communication. When you have a good working relationship with your financial planner, you’re more likely to be successful. So what should you look for in a planner, and what makes up a strong client-advisor relationship? Here are some of the key qualities and Continue Reading
How to Support Your Community This Holiday Season
2020 has hit small businesses hard, and the hits keep coming this holiday season. With few people allowed in stores and some services and group activities shut down, it’s going to be even more important to rally around your favorite small business over the next couple of months. The best way to support your community during the holidays is to continue to invest in small businesses. Focus on Continue Reading
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