Selling Your Business Soon? What You Need to Know About Due Diligence Now

This guest post is by Calvin Wilder, Founder and CEO at SmartBooks, a fractional finance team that offers a mix of CFO, bookkeeping, controller, payroll, and tax services to small business owners. In the first post in this series on selling your business, Glenn Grant gave you everything you need to know about evaluating your [...]

By |2021-08-05T18:51:16+00:00August 5th, 2021|Blog|0 Comments

How to Manage Sudden Wealth—Is Winning the Lottery Dangerous?

Have you ever dreamed of winning the lottery? What would you buy first? Who you would share your winnings with? It can be a lot of fun, even if your chances of actually winning the lottery are pretty slim. However, you might find yourself with sudden wealth from other sources—such as through an inheritance, selling [...]

By |2021-07-12T12:00:51+00:00July 12th, 2021|Blog|0 Comments

Thinking of Selling Your Business? How to Evaluate Your Readiness

This is a guest post by Glenn Grant. Glenn is a serial entrepreneur and business coach with Selfassembled Ventures. He works with fellow business owners to build greater business value and world-class leadership teams—with a particular focus on pre-exit value building. In this post, he shares his tips for how to prepare to sell a business. One [...]

By |2021-06-30T23:28:26+00:00June 30th, 2021|Blog|0 Comments

Should You Be Worried About Inflation? Probably Not.

Inflation seems to be on everyone’s mind. The Labor Department’s inflation report showed that inflation rose 4.2% year over year for April, which is the highest we’ve seen it since 2008—and it’s got a lot of people spooked. What does this mean for investors? Thankfully, there’s no need to be overly concerned, and here’s why. [...]

By |2021-06-14T14:13:12+00:00June 14th, 2021|Blog|0 Comments

What You Need to Know About the American Families Plan

There’s a lot of chatter lately about the impact of President Biden’s proposed tax legislation and economic agenda—and perhaps rightly so. We’ve recently learned more details about what’s included in the American Families Plan, and the tax implications are largely targeted at high-income earners and corporations. There are two primary areas to be concerned about: [...]

By |2021-06-01T19:54:21+00:00June 1st, 2021|Blog|0 Comments

Would You Move for More Financial Freedom?

Since the start of the pandemic, a lot of people have moved to locations with a lower cost of living. With remote work becoming the norm, lots of people can live anywhere—why not choose somewhere that allows you to build more financial freedom? Where are people moving to and from? Let’s start with the “from.” [...]

By |2021-06-14T01:48:20+00:00May 17th, 2021|Blog|0 Comments

Every Estate Plan Should Have These 6 Components

You work hard to provide for your family (after all, they’re the most important part of your life). You also want to make sure your loved ones are well provided for in your absence. However, while no one I know wants to leave their family with uncertainty or a messy probate situation, I see it [...]

By |2021-06-14T01:42:30+00:00April 12th, 2021|Blog|0 Comments

High-Income Earner? Tips to Optimize Your 2020 Tax Return

Tax Day may have been extended until May 17, 2021 for individuals—but the traditional April 15 deadline still holds for most business owners. In the spirit of optimizing your tax returns whenever they’re due, we’ve put together some tips and reminders that high income earners often forget about.  Need a quick overview of these tax [...]

By |2021-04-08T21:55:25+00:00March 31st, 2021|Blog|0 Comments

Why It’s Always a Mistake to Try to Outsmart the Market

You may have heard the adage that dart-throwing chimps can outperform professional investors when it comes to choosing stocks that will generate return over time. Some experiments even show the monkeys outperforming the market itself. How is this possible? Because as intelligent humans, we think we can predict things, but we are typically wrong more [...]

By |2021-04-08T21:42:04+00:00March 24th, 2021|Blog|0 Comments

3 Ways to Invest in Your Children—That Cost You Close to Nothing

When you think about investing in your children, you probably think of saving for college. Or maybe providing things like a private school education, music lessons, or a trust fund come to mind. But there’s another kind of investment in your children that’s arguably more important than any other you can make—investing in your relationship. [...]

By |2021-02-03T18:32:18+00:00February 3rd, 2021|Blog|0 Comments