If you don’t have an employer-sponsored retirement plan, ask us to review options with you. Such plans may help you save on taxes, provide creditor protection, and support your retirement goals. Carefully evaluate your business (entity) structure (i.e., Sole proprietorship, S or C Corp, LLC, etc.) Each structure has different tax consequences and liability protections. …
Business Owners
March 2024 Newsletter
Optimize Retirement Savings While Working You may know that in addition to providing wealth management services to individuals and families, we support business owners with a variety of retirement savings plans for themselves and their employees. These include cash balance, 401(k), and Simple IRA plans. In total, we provide advisory services to business owners and …
Optimize Retirement Savings While Working
You may know that in addition to providing wealth management services to individuals and families, we support business owners with a variety of retirement savings plans for themselves and their employees. These include cash balance, 401(k), and Simple IRA plans. Whether you are a business owner or employee, saving for retirement is important. Business Owners: …
Know the Value of Your Business
Business owners are always keeping multiple balls in the air. Thinking about exceptional execution today, while keeping an eye on their vision for the future. With that in mind, we recommend that business owners consider both formal and informal processes to understand the value of their business. Why? Whether you are ready to formally think …
Business Owners
Increase Your Retirement Savings “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 …
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 …