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The Business Owner's Guide To Wealth
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Financial planning insights, guides, and articles
The Small Business Guide to Cash Management
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Four Easy Ways for Business Owners to Save Money on Taxes
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The 5 Step Retirement Income Plan
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How to Choose the Best Retirement Plan for Your Business
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Best Practices for Surviving Market Volatility
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The 7 Step Checklist for Preparing Your Business for Sale
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Latest Podcasts
Modern Financial Literacy with Vince Shorb l Ep 229
Vince Shorb joins us this week to discuss the state of financial literacy. Vince is the founder and CEO of... Read more
Tax Relief for American Families and Workers Act of 2024 l Ep 228
When politicians draft tax reform bills I usually try not to pay attention until they become law, since so few... Read more
The Economy is Not As Bad As You Think With Eric Mason l Ep 227
This week’s guest on the show is Eric Mason. Eric is a CFO, an economist, and a TEDx speaker. He... Read more
How to Tell Whether an Annuity is Right for Your Retirement l Ep 226
Annuities have earned a bad reputation within the financial community over the years, but why is that? When might an... Read more
ESOP Opportunities for Business Exits With Michael Koeppel l Ep 225
This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory... Read more
Latest Blog Posts
April Market Commentary – What a Long, Strange Trip It’s Been
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his... Read more
529 Plans and SECURE 2.0: More Flexibility
The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of a college education... Read more
March Market Commentary Perspective on the Economy: Telescope, Microscope, or Kaleidoscope?
February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be different.... Read more
Is Your Home Part of Your Retirement Plan?
Retirement planning is all about making sure you have enough assets, and that they are handled prudently, so they can... Read more
February Market Commentary – Will A Booming Economy Stay Powell’s Hand?
January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged... Read more
What’s New With the FAFSA?
It’s been a multi-year process, but the FAFSA Simplification Act (FSA) passed back in 2021 is finally showing results, and... Read more
January Market Commentary: Is Rate Relief In Sight?
December Recap and January Outlook The drama around the timing of the Federal Reserve’s first cuts to the key short-term... Read more
Planning for Taxes 2024: Inflation Edition
The inflation rate has come down precipitously from the forty-year highs we saw in 2022, but it is still elevated.... Read more
Rethinking Taxes from a Risk Perspective
When you think about building a financial plan that will help you meet your goals at every stage of your... Read more