Have you ever ended a month and wondered how much money did you save? Or even worse, wondered how much you even spent? In today’s fast-moving world, managing your finances can seem like a Herculean task, particularly for those who currently make a good income, and is even worse if
For young families, life insurance provides peace of mind and financial security. However, many parents struggle to decide how much coverage to buy or how long to keep it. The concept of insurance laddering offers a flexible, cost-efficient approach. This strategy allows you to match insurance coverage to your family’s
Have you ever ended a month and wondered how much money did you save? Or even worse, wondered how much you even spent? In today’s fast-moving world, managing your finances can seem like a Herculean task, particularly for those who currently make a good income, and is even worse if
When you save for retirement, every dollar counts. Your 401(k) gives you a powerful way to build wealth, but hidden costs can quietly chip away at your balance. Even small fees add up over time. The good news is that you can take steps to reduce these costs and keep
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