Post-Tax Season Money Moves: Proactive Strategies to Reduce Next Year’s Tax Bill
If you were caught off guard by your tax burden this year, now can be a great time to take steps to proactively reduce next year’s tax bill.
How Will the Future of Social Security Affect Your Retirement Plan?
April is National Social Security Month. With the future of Social Security in question, financial planning will become increasingly important for those seeking a secure retirement.
5 Tips for a Smooth 2023 Tax Season
The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next month. Here are five steps you can take to help ensure the process goes as smoothly as possible this year.
Emotional Investing Part 2: The Costs of Investing Emotionally
In Part 1 of this two-part blog series, we examined why investors are hardwired for emotional investing. In Part 2, we’re sharing some of the potential costs of investing emotionally—and how you can avoid them.
Emotional Investing Part 1: Why Investors Behave Irrationally
Enduring the fluctuations of the market can be challenging, even for the most seasoned investors. Indeed, most of us know by now that staying the course is prudent—especially during periods of discomfort. Yet doing so may be easier said than done.
5 Estate Planning documents Everyone Needs
There are certain estate planning documents everyone should have, regardless of their age, stage of life, or net worth.
Episode 48: Do You Really Need a Financial Advisor?
It’s natural to be skeptical about paying for financial advice. Still, there are circumstances that warrant delegating to a professional. Here are six times small business owners may need a financial advisor.
2022 Year-End Financial Planning Checklist
With the new year approaching, consider checking these financial to-dos off your year-end financial planning checklist before it’s too late.
Episode 47: Seller Financing the Sale of Your Small Business
Though seller financing has its advantages, there are potential risks involved. Understanding the pros and cons of seller financing your small business sale can help you determine if it’s the right exit path for you.
Episode 46: 3 Financial Best Practices For Small Business Owners
Brett shares three financial best practices for small business owners–specifically, entrepreneurs who run a smaller business–to help you run a clean, efficient small business that is legal and well organized.
7 End-of-Year Tax Planning Tips for Small Business Owners
To avoid overpaying Uncle Sam and preserve more of your hard-earned income, consider these end-of-year tax planning tips for 2022.
Episode 45: Understanding Your Small Business’s Profit & Loss Statement
In this episode, Brett shares his insights into creating and interpreting your small business’s profit and loss statement.