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March 26, 2020
Key Points of The Senate CARES bill

The Senate CARES Bill and Small Business – The Key Points

The COVID-19 pandemic has taken a massive toll on the economy and the way that we conduct business. As many are reeling from the shock of the disease’s immediate impact on small businesses — both owners and their employees — the U.S. Government has put together legislation to attempt to alleviate some of the economic strain. As is the case with most legislation, there is a lot to unpack in the Senate CARES act. I’ve taken the time to comb through some of the language and provisions included in the bill and have identified some of the key points that may impact you, the business owner. Join me as I explain the bill in Financially Simple terms.
December 23, 2019
Real Estate Investing indepth

Real Estate Investing – An In-depth Guide

Lately, we’ve been taking an expansive look at the world of investing – basic investment strategies, retirement accounts, risk tolerance, etc. In today’s article, we’re going to explore all sides of real estate investing, including when, where, and why to invest. So get comfy, grab a slice of pizza, and join me on this deep dive into real estate as an investment.
December 10, 2019
which are best active or passive mutual funds

Should I Invest in Active or Passive Mutual Funds or ETFs

I get asked about today’s topic on a pretty regular basis so I thought now would be a great time to discuss active and passive mutual funds and ETFs. I am including exchange-traded funds because, in recent years, some ETFs have become active. In today’s blog, I am going to explain the difference between active and passive funds as well as some of the pros and cons of investing in these types of funds. Whichever one is right for you, let’s make the choice a financially simple one!
December 3, 2019
How To Minimize Taxes When Selling Real Estate

How To Minimize Taxes When Selling Real Estate

Recently, I provided an expansive look at real estate investing. I detailed why you should invest, when to do so, and how to pay for it. With today’s article, I’d like to take that a step further and show you how to maximize your return on investment by explaining how to minimize your taxes when selling real estate investment properties. There are a lot of different ways to reduce your tax bill but by the end of this blog entry, you will be able to sell with confidence, knowing the most effective and legal ways of mitigating your tax burden. So join me as I make selling your real estate investments financially simple!
November 12, 2019

Investing In Your Own Business: Not Always The Best Strategy

As we continue our deep dive into the world of investments, I’d like to talk about an investment strategy that you may not have considered as a business owner. Because of the fact that I’m a business strategist, you might be surprised to hear me say I recommend NOT investing in your business… at least not solely. Although it may seem counterintuitive, you should be investing in assets that are outside of your business. Join me as I explain why investing in your own business may not always be the best long-term strategy.
November 7, 2019

Dollar Cost Averaging – Pros, Cons, And Using It to Increase Your Alpha

Nobody wants to be the one person in the room that has no idea what everyone else is talking about. With that said, today we’re going to talk about another term that you might often hear but may not fully understand – dollar cost averaging or DCA. What is it? What are its pros and cons, and how can it help you as a business owner?