Debunking Social Security Myths: How to Maximize Your Retirement Benefits
When planning for retirement, Social Security is often top of mind. However, there are a lot of misconceptions out there about how to maximize your benefits. In my latest YouTube video, I break down the most common myths and offer strategies to help you make the most out of your Social Security benefits. Myth 1: […]
The Power of Family Banking: Building a Legacy Beyond Retirement
When it comes to financial planning, most of us focus on two primary goals: covering our current living expenses and saving for retirement. But there’s a third, often overlooked, financial strategy that can have a profound impact on your family’s future: Family Banking. In my latest YouTube video, I explore the concept of Family Banking […]
How to Organize Tax Documents for 2024: Essential Tips for a Stress-Free Tax Season
Stay Organized for Tax Season Tax season might not be the most exciting time of year, but getting organized now can save you time, stress, and money when April rolls around. In my latest video, I share some practical tips to help you stay on top of your tax documents throughout the year. Here’s a […]
Stop Wearing All the Hats: How Gundersons CFO Services Can Help
From Passion to Profit: How to Stop Wearing All the Hats in Your Business As a small business owner, you likely started your venture with a passion—whether it’s crafting delicious recipes, building with your hands, caring for others, or working with animals. But over time, you may have found yourself desiring to stop wearing all […]
Steps to Successfully Selling Your Business
Essential Steps to Successfully Sell Your Business Selling a business is one of the most significant financial decisions a business owner can make. It’s not just about finding a buyer and signing a contract; it involves a comprehensive process that requires careful planning, strategic thinking, and emotional preparedness. In this blog, we’ll explore the critical […]
Boost Your Cash Flow with Rentals
Real Example & Tax Strategies Boost Your Cash Flow with Mid to Long-Term Rentals: Real Example & Tax Strategies Investing in mid to long-term rentals can be a game-changer for your financial portfolio. By leveraging the right strategies, you can significantly boost your cash flow while minimizing your tax liability. In this blog post, we’ll […]