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 […]
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 […]
8 Year-End Tax Planning Strategies
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: […]
Roth IRA vs IUL: Which Is Right for Your Financial Future?
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 […]
Use Business Credit Card Rewards for Tax-Free Family Vacations
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 […]
Paying Grandchildren and Tax Savings
As a grandparent, you might think your options for supporting your grandchildren are limited to gifts or contributions to savings accounts. But did you know you can pay your grandchildren for work they do—and enjoy tax benefits while teaching them valuable life skills? In my latest YouTube video, I explain how paying your grandchildren can […]