January 14, 2021

The Business Technologies We Use to Help Your Business

One of the most frequent questions that I received throughout 2020 was, “What types of technology do you use in your business?” Well, that can be a bit of a loaded question in my case. You see, we are technically operating three different companies that work in conjunction with each other. Therefore, we have many technologies. So, with today’s post, I’d like to examine some of the business technologies that I use.
January 12, 2021

How to Calculate Your Income Savings Rate

One of the most common questions I hear from our clients is, “How am I doing?” As we lean into this question, quite often, the clients begin to compare themselves to their peers. However, I believe that there is a much better example for them to compare themselves to… themselves! To truly know “how you’re doing,” all it takes is a simple calculation. Join me as I explain how to calculate your income savings rate.
January 8, 2021

How to Set Achievable Business Goals in 2021

Well, folks, it’s a new year. With that comes new opportunities, change, and resolutions that we inevitably give up on after two or three weeks. It’s also a great time to set goals for our businesses. But how do our business goals avoid the same fate as our New Year’s resolutions? Join me as I outline how to set achievable business goals in 2021!
January 7, 2021

Using Tax Brackets to Reduce Your Effective Tax Rate

Because tax season is just around the corner, many business owners and financial professionals have begun to turn their attention to lowering tax liabilities for themselves and their clients. One of the ways that can be done is by strategically using the brackets of the progressive tax system. At this point, you may be wondering how that works. Well, today’s entry is all about using tax brackets to lower your effective tax rate!
January 5, 2021

How to Calculate Your Effective Tax Rate

It’s everybody’s favorite time of year again! That’s right, it’s tax season. Because of that, there’s no better time to bring up today’s topic. Understanding how to calculate your effective tax rate is an essential skill that all business owners should have. With that, let’s get to the topic at hand.
January 1, 2021

Measuring Value Improvement of A Business: What to Know

Over the years, I’ve spoken ad nauseam about value growth. However, I recently spoke with a business owner who asked me how to measure that improvement. In response, I thought this would be a great topic for today’s blog. Measuring value growth is a very methodical process and, therefore, deserves to have some content dedicated to it.