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A Few Simple Steps to Help You Get Started

For many, preparing for retirement can feel overwhelming, and can even become a barrier that keeps people from focusing on and implementing a retirement plan. If you haven’t started planning for your retirement, don’t wait, make today the day you begin planning for your future.

Deciding upon whether or not to incorporate your business can be nerve-wracking. Even if you've done your research and understand what it means to incorporate your business, you may still be unsure about moving forward.

Everyone who makes time to ponder and plan for the end of this life on earth does some form of estate planning in an effort to spare their family from facing major legal issues, inheritance taxes, and (potentially) bitter disputes.

The stock market has continued its recent run-up to new highs, and as odd as it may seem, that may be unsettling you. You may be concerned about your portfolio given how high it has risen, what’s going on with oil prices, the real estate market and the impeachment hearings.

Perhaps no two questions spark more debate and conflicting answers between accountants, attorneys, and financial planners than, “Should I incorporate?” and “When does it become worth it to incorporate?”

It’s really difficult to achieve consistent investment results. Or is it? It turns out you can dramatically improve your investment results by using three proven ingredients in your investment process.

One of the most confusing obstacles you will face when running your own business is deciding whether or not to incorporate.  

Qualified retirement plans are valuable investment tools. The money you put in them grows tax deferred until it is withdrawn at the time of your retirement and contributions to a 401(k) plan actually reduce your taxable income.

Year-end is quite possibly the most hectic time for small business owners. It’s a time of measuring how the business did the previous year and planning for the one ahead. In the midst of that, don’t forget you should also be making year-end tax moves to help reduce your tax bill to end the year as fiscally responsible as you possibly can.

It’s that time of year again! The days are shorter but that doesn’t mean there is any less to get done. As the end of the year quickly approaches, I wanted to take the time to share with you a bit of advice I give each of my clients this time every year.