As the world of finance continues to evolve, artificial intelligence (AI) has emerged as a pivotal tool for investors looking to optimize their returns. The advent of cryptocurrencies has amplified th... ...more
Artificial Intelligence
July 17, 2024•3 min read
We have seen the rise of various innovations throughout the years. Today, we stand at the precipice of a new frontier: artificial intelligence (AI). This rapidly evolving technology is set to transfor... ...more
Artificial Intelligence
July 17, 2024•3 min read
Whether you realize it or not, artificial intelligence is already part of your everyday life. AI predicts your web searches, personalizes your social media feeds and optimizes your online purchases – ... ...more
Artificial Intelligence
July 17, 2024•3 min read
Based on the news written by Achieve, the leader in digital personal finance, just 1-in-10 (11%) report they are living their description of financial freedom. Are you part of that 11%? Or are you so... ...more
Entrepreneurship ,Tax Strategy Estate Planning Money/Retirement &Qualified Plans
July 21, 2024•3 min read
Congratulations on embarking on the exciting yet demanding path of entrepreneurship! As you navigate the thrilling world of building your own business, remember that your financial well-being is intri... ...more
Entrepreneurship
July 17, 2024•5 min read
If you decide to use a C corporation to operate your newly acquired business, you should know that our current federal income tax system treats corporate debt more favorably than corporate equity. ...more
Entrepreneurship
July 17, 2024•3 min read
Trusts are important financial instruments in estate planning. Unlike a will, with a trust, you can legally arrange your estate in a way that saves your family a substantial amount of money on taxes, ... ...more
Estate Planning
July 17, 2024•4 min read
The ever-evolving risk landscape demands proactive business protection. Captive insurance programs, or 831(b) plans, continue to offer a unique solution for mitigating emerging risks and achieving tax... ...more
Estate Planning
July 17, 2024•2 min read
Are you a business owner looking for innovative ways to manage risks, reduce insurance costs, and enjoy tax benefits? If so, you might want to consider joining the exclusive club of Captive 831(b) ins... ...more
Estate Planning
July 17, 2024•4 min read
Yep, why not? In today’s world it is tougher and tougher to find money to start businesses. One way you could do so in 2024 is to use your retirement assets. Yes, you can fund a business with your IR... ...more
Qualified Plans
July 18, 2024•3 min read
Building a successful solo business is exciting, but don’t let planning for retirement fall by the wayside. Defined benefit plans, traditionally associated with large corporations, can be a powerful t... ...more
Qualified Plans
July 18, 2024•2 min read
The entrepreneurial journey is exhilarating, brimming with possibilities and brimming with pitfalls. One such pitfall, often underestimated, is business disruption. A cyberattack throws your entire ne... ...more
Qualified Plans
July 17, 2024•4 min read
Many people are achieving millionaire status through their 401(k) retirement plans, thanks to features like automatic enrollment and increased contribution rates. This trend highlights the importance ... ...more
Money/Retirement
July 18, 2024•1 min read
In today's ever-changing business landscape, traditional insurance might not always cut it. Gaps in coverage, high premiums, and limited options can leave your company exposed. But what if there was a... ...more
Money/Retirement
July 18, 2024•2 min read
Running your own business is incredibly rewarding, but securing your financial future for retirement is equally important. Unlike traditional employees with employer-sponsored plans, small business ow... ...more
Money/Retirement
July 17, 2024•3 min read
Feelings of dread and the tax season seem to go hand in hand. Will this be the year you’re forced to deal with an unexpected, huge tax bill? Preparing ahead of time for filing your income taxes can re... ...more
Tax Strategy
July 18, 2024•3 min read
Taxes are an unavoidable part of life. Whether you're an individual or a business owner, navigating the complexities of tax laws can be overwhelming and stressful. From income tax and sales tax to cor... ...more
Tax Strategy
July 17, 2024•3 min read
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