News & Updates

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 […]

Demystifying Estate Planning: Wills, Trusts, and Essential Tips Estate planning can be a daunting topic for many, but it’s a crucial step in ensuring that your assets are managed and distributed according to your wishes. In my latest video, Demystifying Estate Planning: Wills vs. Estate Plans, Trusts, and More!, I cover key aspects of estate […]

401(k) Strategies for Small Business Owners As a small business owner, you’re likely accustomed to reinvesting your earnings back into your business, hoping that the payoff will come when you sell it at retirement. However, statistics show that only 30-40% of businesses that are listed for sale actually find a buyer. The same goes for […]

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 […]

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 […]

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 […]

Running a small business is a rewarding journey—but it also comes with responsibilities that can make or break your financial future. One of the biggest stressors (and potential money pits) for business owners? Taxes. Tax mistakes are more than just innocent oversights—they can cost you thousands of dollars, lead to IRS penalties, and jeopardize your […]

As 2024 comes to a close, it’s time to set your business up for success in 2025. Year-end planning is essential for ensuring your finances, goals, and operations are on track. Whether you’re a seasoned entrepreneur or a small business owner just starting out, these tips will help you close the year strong and build […]

As the year wraps up, small business owners have a golden opportunity to take action and reduce their tax burden for 2024. Planning ahead can mean the difference between overpaying on taxes or maximizing deductions to keep more money in your pocket. Here are 8 essential tax planning strategies to implement before the year ends: […]

When it comes to planning for your financial future, there’s no one-size-fits-all solution. Two popular investment options often compared are the Roth IRA and the Indexed Universal Life Insurance (IUL) policy. Each has unique advantages and limitations and understanding these can help you make an informed decision. In this blog post, we’ll explore the pros […]

As a small business owner, you’re always looking for ways to make the most of your hard work and resources. One often-overlooked opportunity lies in your business credit card rewards. Did you know that these rewards can be used for personal family vacations—and the best part? They’re not taxable! In this blog post, we’ll explore […]