The time to plan is now! See below for 5 considerations for income during retirement and how to protect your retirement income. #1. Plan for health care costs. Healthcare costs are exponentially incre
Deep Dive: Election Years & the Stock Market
5 minute read With the election coming in the next 5 weeks, we know one thing, headlines about stock markets and elections are about to dominate the news feeds. Several of us are concerned with the el
Top 5 concerns of business owners
Top 5 concerns of business owners Cash flow planning Compliance & legal administration Tax and investment planning Protection of assets Growing net earnings We help clients with cash flow planning
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Save early and save often. We’ve heard this. Compound interest and time are our greatest attribute. But how much should we actually save? Well, this depends on your lifestyle goal. For instance, an in
3 New Tax Credits for Businesses during COVID-19
This year has presented challenges for many businesses. The IRS has added new tax credits available to business owners. As we zero in on the second half of 2020, keep these new tax credits on your rad
The 10 small business tax credits business owners should know about
I could write a (very dull) book about all the tax credits your business might take. Instead, let’s go through some of the most advantageous tax credits geared for small businesses. 1. General Busines
The HEROES Act; Our Next Stimulus and Back-to-Work Bonus?
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4 Common FAQs about Personal Finance
Q1. SHOULD I INVEST NOW OR WAIT UNTIL THE STOCK MARKET IMPROVES? A. Now. Nobody can tell you when the stock market will improve, but when it does, you will have missed all of the gains, and you will b
Risk, Not Volatility, Is the Real Enemy
Risk, Not Volatility, Is the Real Enemy Grant us investors the wisdom to know the difference. As the market has been dropping in recent days, what has been your strategy? a. Add more money to my accou
Setting Expectations for Stock Returns Over Next Few Years
With the last 10 years delivering 9/10 years of positive stock market returns, we need to begin setting realistic expectations for the next few years. Stocks have averaged 10% annually when we look ba