5 Financial Planning Mistakes Small Business Owners Make and How to Avoid Them
5 Financial Planning Mistakes Small Business Owners Make and How to Avoid Them Running a small business requires wearing many hats. You are a leader, marketer, operations manager, and often, financial strategist. Amid the demands of day-to-day management, financial planning for small business owners can easily take a back seat. But over time, certain financial […]
Estate Planning for Small Business Owners
Estate Planning for Small Business Owners What happens to your business if something happens to you? If you’re like most small business owners, you’re busy running the day-to-day operations: managing employees, serving clients, and planning for growth. But there’s one essential area many entrepreneurs delay: estate planning for business owners. Small business estate planning isn’t […]
Can You Afford the Beach Life? Smart Financial Moves Before Buying a Beach House
In today’s era of Airbnb success stories and coastal getaway dreams, it’s easy to see the appeal of investing in a vacation rental. A charming cottage by the lake or a condo on the beach might feel like the perfect combination of personal enjoyment and passive income. But before you take the plunge, it’s worth […]
Values Based Financial Planning: Beyond the Numbers
When most people think about financial planning, they picture spreadsheets, budgets, and retirement calculators. But there’s a growing shift in the industry toward something more personal: holistic and values-based financial planning. Instead of focusing only on accumulating wealth, this approach weaves a person’s beliefs, relationships, lifestyle priorities, and emotional goals into the financial conversation. It’s […]
Market Update with Shari Moxley
Market Update with Shari Moxley
Navigating Tax Strategies for Engineers and Defense Contractors
Being an engineer or defense contractor comes with plenty of perks¾high salaries, specialized benefits, and opportunities to work on cutting-edge projects. But these advantages also bring unique tax challenges. Below, you’ll find some actionable tax strategies to help engineers and defense contractors maximize their income and minimize tax burdens. Understanding Your Income and Tax Brackets […]
How AI and Technology Are Transforming Financial Planning
Financial planning has entered a new era. This new era is driven by algorithms, artificial intelligence (AI), and advanced digital tools. These innovations are reshaping how individuals and businesses manage money, plan for the future, and make financial decisions. In today’s fast-paced financial landscape, staying ahead isn’t just an advantage, it’s essential. Likewise, let’s explore […]
2025 Tax Planning Strategies: What High-Income Earners Need to Know
When it comes to taxes, high-income earners know that ignorance isn’t bliss, it’s expensive. As we step into 2025, tax planning isn’t just about avoiding surprises. It’s about seizing opportunities. With shifting tax laws and evolving financial landscapes, proactive planning is essential to keep more of what you earn. Understand the 2025 Tax Landscape You […]
401(k) and Retirement Planning for STEM Fields
Retirement planning is complex for anyone, but for high-income earners in STEM fields (science, technology, engineering, and mathematics), the stakes are even higher. With unique earning patterns, tax challenges, and investment opportunities, STEM professionals must take a strategic approach to securing their financial future. Here’s how to maximize your 401(k) and other retirement tools effectively. […]
Tax-Saving Strategies to Consider Before the Year Ends
As the year winds down, the final days present a valuable opportunity to reduce your tax burden and strengthen your financial position. Proactive tax planning now may help you maximize savings while staying on track with long-term goals. Likewise, let’s explore practical strategies to optimize your tax savings and set yourself up for success before […]
