Can’t Pay Your Taxes? Here Are Your Options
Right after New Year’s I start to get that nagging feeling. You know the one. It’s tax time again. Why do I have so much anxiety about this time of the year? It’s because so often I’ve gotten a really big... Read More →
Columbo Had His Questions, But He Never Hired a New Financial Advisor
I don’t know if you remember the 70’s television detective show Columbo. I may be showing my age even bringing it up! Peter Faulk starred as the L.A. homicide detective in the show. He was very messy and absent-minded. So... Read More →
Sudden Wealth From The Sale of Your Business?
Sooner or later every business owner wants to retire or just sell his business. For a business owner this is a huge life event. Some are very sure of their decision, while others can be hesitant. They have worked hard... Read More →
Life Insurance, Who Needs It?
Who really needs life insurance anyway? That’s a great question. Many people are “sold” life insurance every year. Some need it, some don’t. More often than not, it’s probably the wrong amount. My suggestion is to do some financial planning... Read More →
10 Tax Tips for the Self Employed
If you are self employed or own your own business, you have a unique set of tax issues. You also have to deal with constantly changing tax laws that can be confusing. Now that tax season is in full swing,... Read More →
4 Strategies for a Successful Business Exit
Selling your business can be stressful and exciting. You are both giving up something you’ve worked your butt off to build, but also realizing the financial windfall from that work. One of the real mysteries is knowing when and how... Read More →
Do You Know Where Everything Is?
If something happened to you, does your family know where everything is? This past week I had lunch with one of my clients, who we’ll call Dave. I also consider Dave a great friend of mine and my family. Towards... Read More →
Business Owners – Is Your Retirement Plan Being Ignored?
According to the financial services industry, the number one reason that clients leave their financial advisor is lack of contact. It is pretty much the same with retirement plans. When clients don’t get called or visited it sends a signal... Read More →
Where Can I Get Some Short-Term Business Financing?
Most business find themselves with a lack of liquidity from time to time. Sometimes needing short-term cash to meet monthly obligations. Maybe a shipment was delayed, a big client didn’t pay on time, or the cash was need for another... Read More →
Selling Your Business? Here’s How to Get the Most for It
Small business owners have plenty to worry about with the new Fiscal Cliff deal. Now we know exactly how it will impact business owners that have been successful. I recently spoke to a small business client of mine. He felt... Read More →