“As a business owner, how can I save more for retirement while mitigating taxes?” Business owners grapple with this question often. We know that business owners focus on reinvesting profits back into the growth of their business. And, while this is a great practice, it can mean that individual retirement savings are set on the …
Business Owners
September 2023 Newsletter
Tax Efficiency – How we Work to Save Your Tax Dollars One of the things that we pride ourselves on is our work with clients on tax efficiency. What do we mean by that? Globally speaking, something is “tax-efficient” if it is taxed at a lower rate than an alternative. Basically, tax efficiency refers to …
August 2023 Newsletter
Financial Planning – Key for Retirees A successful retirement is often looked at as the goal of financial planning. However, the planning process does not end there. In fact, once you retire, there are many key events that a good plan should address and unique sets of challenges that go with them. Read More Financial …
Financial Planning for Business Owners
As many of you know, I have been a business owner for more than 30 years. Working with fellow business owners is one of my passions – and having a financial planner as an integral part of your advisory team has many benefits. Advisors who have a depth of knowledge in financial planning are a …