How Healthy is Your Business?

How Healthy is Your Business? When was your last physical or financial health check? Are you the type of person that schedules an appointment with your doctor every year to find out if there are health issues that need to be addressed like rising cholesterol levels or...

Begin Tax Planning Now to Reduce Your Tax Burden Next Spring

The air is crisp, the leaves are turning, and the kids are starting to get excited about the upcoming holidays this time of year. This is also an excellent time to start thinking about your 2021 taxes and take a close look at where you are now, where you expect to be...

Financial Planning is Key at Every Stage of your Life

Estate planning. Wealth management. Financial planning. Retirement planning. While there are nuances to each of these terms, it boils down to saving money for the future. In many cases, that means setting money aside for retirement. But the reality is the earlier you...

FOLLOW THE YELLOW BRICK ROAD

We often hear about the importance of planning, and the message is usually right! If we don’t decide in advance where we want to go, how are we going to get there? Sure, we all have thoughts about growing our business, with hopes about where we want it to be in 1,2,5, and 10 years, but are these really “plans” in the true sense of the word? Not unless they are supported by detailed projections and actionable steps with goals.