Financial Planning and Retirement Articles
Collaboration at its Finest: A Real Client's Experience
I had the pleasure of meeting Mark who was introduced to me by another client in late 2023. By utilizing a VFO (Virtual Family Office) framework his 2023 tax liability was reduced from $215,338 to $26,802 with more tax savings to come.
The Internal 5 for Manufacturers
In the heart of the manufacturing sector, businesses face a complex landscape of internal challenges that can hinder growth and operational efficiency. Based on empirical research and firsthand experience in the field, I've identified five core internal challenges that nearly all manufacturers wrestle with.
Mastermind Groups: A Smart Choice for Manufacturing Leaders
As a leader in manufacturing, you're always looking to grow and improve, both for your business and yourself. That's where mastermind groups come in. They're full of driven, smart people, just like you, who want to succeed and help others do the same. These groups focus on helping you achieve your biggest goals.
Navigating Legal Challenges: A Guide for the Manufacturing Sector
In the U.S., lawsuits are common, and businesses, especially in manufacturing, often become targets due to their assets and operations. This means it's not surprising if your company faces legal action at some point.
Small to Medium Business Owners Saddled with New Regulation
In the world of private wealth management for small to medium businesses, staying informed and compliant with legal requirements is crucial for safeguarding your assets and legacy.
Work Smarter: An Executive's Guide to Efficient Manufacturing
Streamline Your Workflow and Enhance Productivity
The Power of Reciprocity in Manufacturing Leadership and Negotiations
For manufacturing owners and executives, adopting a reciprocity mindset can be a game changer in achieving business success.
When Will My Money Run Out
Worrying that you’re going to live too long is the last way you want to spend your golden years.
6 Tax Planning Strategies for 2023
Now is a good time to start thinking about tax planning for the year ahead.
Can I afford to retire early?
Is early retirement possible? Well, it depends. The fact that you’re even asking this question is a good sign.
Top 10 Wealth Planning Secrets for Successful Business Owners and Executives
Maximize personal wealth while addressing the 5 cornerstones of wealth management and wealth planning.
Ask These Questions if You’re Considering a Family Office or Virtual Family Office
Family offices are right for some affluent families—but certainly not all of them.
Why do I need a retirement plan?
Retirement planning today requires more than just saving for retirement.
What questions to ask your financial advisor about retirement planning
A lot of folks are approaching retirement or may have been forced into early retirement with more questions than answers.
Portfolio (and mental) positioning for the $1.2 trillion infrastructure bill
Portfolio (and mental) positioning for the $1.2 trillion infrastructure bill
Hiring an Advisor is Foolish, Until it isn’t
Advisor selection should be proceeded with caution.
Flubbed Up Financial Plans
Financial planning requires more than fancy software or spreadsheets.