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Self-Employed Professionals Can Save Big on Taxes

Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands. You need to take advantage of whatever assistance is available, and this includes lowering your tax bill.

4 Ways A Small Business Can Benefit From a Financial Advisor

by Joe Globensky, RFC®

By Joe Globensky, RFC® As a financial advisor and small business owner, I know firsthand how my knowledge and experience has helped our company. But if you have your own small business, you might not realize the value a financial advisor can...

3 Tips on Retirement Planning for Business Owners

by K. Bridget Schneider, CFP®, CRPC®

There’s no greater freedom than owning your own business. You set your hours, control the direction of the company, and enjoy a great sense of satisfaction in building something from the ground up.

4 Financial Planning Excuses You Might Be Using

By K. Bridget Schneider, CFP®, CRPC®October is National Financial Planning month. I’ve written various blog posts discussing the importance of developing a financial plan and even how that plan may differ for special groups like women. Unfortunately, you...

Is Financial Planning for Women Different?

By K. Bridget Schneider, CFP®, CRPC®The observation of American Business Women’s Day on September 22nd got me thinking about how my female clients’ financial planning needs differ from those of my male clients. How does the financial planning advice I...

The Biggest Life Insurance Mistakes and How to Avoid Them

By Joe Globensky, RFC® September is Life Insurance Awareness Month. And while we don’t limit our life insurance conversations to just this month, we want to share some of the biggest life insurance mistakes that we see and help you avoid them.Life...

How Do Insurance and Financial Planning Work Together?

By K. Bridget Schneider, CFP®, CRPC®Risk management is at the heart of any financial plan. Being prepared for the unexpected can help you stay on track to reach your financial planning goals if you incur a loss or are injured in an accident, become sick,...

The Pros and Cons of Deferred Compensation

By Joe Globensky, RFC®At some point in your career, you may be offered participation in a nonqualified deferred compensation (NQDC) plan. Currently more than 90% of public companies offer some sort of NQDC plan and nearly half (44%) of eligible employees...