January 29, 2018
shell company

What is a Shell Corporation?

Today, I’m sharing a fun little insight with you. I’m a visual kinda guy and thought this might help you see things through my eyes! Trust me, I know that can be scary! But you’ll like this one! I’ll be explaining the question: “what is a shell corporation?”
January 11, 2018
max out retirement accounts

Should I Max Out My Retirement Account or Invest Elsewhere?

Time and time again, you will hear me say, “max out your retirement accounts!” However in this situation, I’m saying DON’T! I know you’re probably thinking, “What?!?!?!?!” I get it, but hear me out on this one!
October 9, 2017
credit card myths

Credit Card Myths – A Certified Financial Planner’s Perspective

If you are like most Americans, you probably have three to four credit cards you can pull out of your wallet at any time. Credit has become a way of life. The convenience is like no other, and with the ever-increasing threat of identity theft, the fraud protection they offer is typically unbeatable. The reward programs aren’t too shabby either.
September 3, 2017

Short Term Savings: Where Should I Put It?

From time to time we all need to make purchases that could land us in debt. Maybe you know your car is on its last leg and making a vehicle purchase is in the very near future. Or maybe you are hoping to buy a home in the next few years. That’s why I highly suggest saving any extra money you find in your budget for those types of purchases. In doing so, you will lessen the financial burden these acquisitions put on you. However, when it comes to short-term savings, I’m often asked if there is an investment vehicle you can utilize to grow your money quickly with very limited risks.
August 20, 2017
hire a certified exit planning advisor

Why You Should Hire a Certified Exit Planning Advisor

For most business owners, your companies are your babies. Just like your own children, you pour all you can into your company so that when they become independent from your guidance, they can stand on their own. That means when the time comes to step away from your business you can leave knowing it will succeed. One of the best ways to achieve that for a business is to devise an exit plan.
May 11, 2017
Stop Financial Bleeding as a Business Owner

Stop Financial Bleeding as a Business Owner

Business owners are some of the hardest working people you’ll ever meet. Sometimes that translates to overworked. There are ways to stop the financial bleeding as a business owner. You can get YOU and YOUR BUSINESS on a healthier and wealthier track.