When debt feels overwhelming, it is natural to look for quick solutions. If you have a 401(k), you might wonder if dipping into your retirement savings is the best way to get rid of that burden. On the surface, the idea makes sense. You have money sitting in an account,
If you’re a solopreneur, freelancer, or independent contractor, chances are you have heard about S Corporations (S Corps) and the potential tax savings that come with this tax status. You have also probably asked yourself “Should I become an S Corp? How do I become an S Corp? When’s the
If you are a business owner generating more than $2 million in revenue, you have probably felt the frustration of writing large checks to cover risks that traditional insurance does not address. I see this often with successful business owners we work with. Your business may be exposed to risks
When you hear the word “Augusta”, you might think of Georgia, southern hospital, or (most likely) The Masters golf tournament. However, there should be 1 more thing you associate with this word – and that is “tax-free rental income”. Yes, you read that correctly. There is a rule in the
Shawn worries about the next recession and has decided not to invest right now. He feels justified because the headlines make it sound like the world is ending every time the market drops. Fear in those moments feels natural. But recessions are not new. Since World War II, the U.S.
Selling your business is one of the biggest moments of your life. It is exciting, a little scary, and deeply personal. Your company is not just an asset. It is the result of years of hard work and sacrifice. Getting this transition right takes more than luck. It takes intention
It’s one of the most common questions people ask themselves: Do I even need a financial advisor? Usually, that question is really code for something deeper, Can I even afford one? And honestly, that’s a fair concern. Most people have never worked with a financial advisor before. They’ve heard stories
Gen Z has grown up in a world shaped by rapid change. From a young age, they have experienced economic uncertainty, rising education costs, the explosion of technology, and constant access to financial content through social media. While they have more tools and information at their fingertips than any generation
You’ve built a successful business through hard work, smart decisions, and relentless focus. Revenue continues to grow, your client base remains strong, and your reputation in the marketplace keeps improving. From the outside, everything signals a thriving business. But behind that success lies a critical question that many business owners
Gen Z has grown up in a world shaped by rapid change. From a young age, they have experienced economic uncertainty, rising education costs, the explosion of technology, and constant access to financial content through social media. While they have more tools and information at their fingertips than any generation