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The Ultimate Guide to Turning Your Vacation Into a Tax Write-Off

One of the perks of being a small business owner is the tax deductions you can take advantage of, including writing off trips and vacations. You just need to know your motives before you go! To begin, you need to understand your trip needs to have a business purpose for it to be eligible as a tax deduction....
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The Prudent Policy Review™

No long-term financial instrument should be left unattended over time. A life insurance policy typically spans several decades and must be managed. Policy portfolios may be impacted or influenced by policy owner actions/inaction, the general economic environment, tax laws, health changes, family changes, risk tolerance changes, evolving goals, and changes in financial resources.  Policy management entails...
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Why You Should Care About Financial Advice

When it comes to financial, retirement, insurance, tax, and all the important life choice planning, you want to look for the best of all things. You want to find a financial partner that can both help you cover all your financial bases and provide expert level insights into each of these areas. You also probably want...
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Disability

Business Owners and HSAs

Life as a business owner and a newly minted family man keeps you on your toes. I have been learning through experience about the importance of prioritizing time and energy between early morning and late evenings. Even as a financial planner new medical costs have made me realize the importance of understanding and having great health...
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The A.B, C’s (and sometimes D) of Medicare and Medicaid

Over the course of the past few years, individuals have incorrectly used the terms Medicare and Medicaid interchangeably. Of course, with so much information out there, it is understandable why it is difficult to decide on which government program works best for you or a loved one. Below, we have provided answers to some of the...
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Annual Financial Check-Up Time!

2020 has come and gone. People have never been more aware of their personal health and happiness. We hope that this newfound resilience allows everyone to not only appreciate having both but continue being vigilant going into 2021.    For some people, an annual medical check-up helps them stay on top of their health and be...
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