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.
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...
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.
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...
By K. Bridget Schneider, CFP®, CRPC®If you think you're immune to financial fraud, think again. Financial fraud is an ever-present threat to all ages. It comes in many forms from an attempt to access your money and financial accounts with your personal...
By Joe Globensky, RFC® As part of our initiative to educate our clients and prospective clients, we often check out what is trending on social media. What products or solutions are people searching for? What industry terms do people want to know more...
By K. Bridget Schneider, CFP®, CRPC®Have you heard that June is Annuity Awareness Month? I can imagine some of you saying, “No, but I hear that annuities are expensive and lock up your money with little to nothing paid out as you get older.” Well, that...
By K. Bridget Schneider, CFP®, CRPC®Imagine your son or daughter receiving an acceptance letter from the trade school or college of their choice. It is rewarding to witness them start on the path for their adult life. The only thing that could make you...
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