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.
financial advice
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 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.
The Complete Guide to Umbrella Insurance for Small Business Owners
As your net worth increases, creditors and predators are more likely to go after your assets. Thus, small business owners may want to consider umbrella insurance to protect your personal financial resources.
Episode 35: Carving Out Your Niche in a Crowded Market with Stephanie McCullough
Brett interviews Stephanie McCullough, founder and CEO of Sofia Financial, an independent financial planning firm based in Berwyn, Pennsylvania.
Episode 35 Transcript: Carving Out Your Niche in a Crowded Market
Brett interviews Stephanie McCullough, founder and CEO of Sofia Financial, an independent financial planning firm based in Berwyn, Pennsylvania.
Episode 16: How to Build a Thriving Lifestyle Business with John Haas
Brett interviews John Haas, owner of Coastline Painting, a full-service painting contractor headquartered in Charleston, South Carolina.
The Complete Guide to Seller Financing Your Small Business Sale
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.
How to Value a Niche Business
Valuing a publicly traded company is easy; you simply multiply the company’s stock price by the number of shares outstanding. Unfortunately, determining the value of a privately owned business isn’t always so transparent. And if you operate a niche business, the valuation process can be even more complex.
6 Times Entrepreneurs Need a Financial Advisor
There are many reasons entrepreneurs tend to be skeptical of paying for financial advice. Still, there are times when working with a trusted advisor can be more valuable than going it alone.
Fact-Checking Financial Advice: 4 Steps For Separating Fact From Fiction
In my last few blog posts, I’ve focused on the importance of developing a healthy sense of awareness and skepticism when it comes to the forces that influence our financial decisions—mainly, the media and our emotions. Still, making good decisions also requires the right mix of education and advice. So, how do you know which …
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