đź“Š Big Beautiful Tax Bill: Part 1
The Big Beautiful Tax Bill is making waves — and if you’re a small business owner, self-employed, or even a high-earning W-2 employee, the changes coming in 2025 could directly impact how much tax you owe (or save). In this first video of our new tax series, we’re digging into two major updates:âś… New tax […]
đź’¸ Tax Implications of Withdrawing $100K from 401k
retirement withdrawal strategy
Profit First: How to take control of your business
Running a business doesn’t mean you’re bringing home the money.If you’ve ever asked yourself, “Where did all the money go?”—you’re not alone. Many small business owners are generating revenue, but still struggling to pay themselves, cover taxes, or build savings. The good news? There’s a solution—and it starts by flipping how you think about profit. […]
Family Office for Small Business Owners: Turn Your Business into a Wealth-Building Machine
When most people hear the term “Family Office,” they immediately think of ultra-wealthy families managing When you hear “family office,” you might think of billionaires managing private jets, real estate, and trusts—but you don’t need to be ultra-wealthy to benefit from one. In fact, a Family Office for small business owners is one of the […]
One-Page Business Plan – Guide
Thinking about starting a business? Hold off on spending money on a website, logo, or marketing until you’ve done this one critical step: create a 1-Page Business Plan. So many entrepreneurs jump headfirst into business without a clear direction—only to realize later they’ve wasted time and money. A simple, well-thought-out business plan can save you […]
Annuities 101: How They Work & If They’re Right for You!
When people hear the word annuity, it often triggers a strong reaction—and not always a positive one. But like many financial tools, annuities have evolved. And if you’ve been hearing mixed messages about whether annuities are a smart move for your retirement, you’re not alone. I recently sat down with financial strategist Pete Catalano to […]