Last week, I called a long-time client to ask how he was feeling considering it was the first day of his retirement after working 42 years. He was obviously overwhelmed with excitement! I’ve made this call dozens of times over my career and it’s always exhilarating to share in the joy that comes when my clients enter the retirement phase of life. It’s no wonder the number one question I’m
Have you ever wondered what other creative business owners are doing differently to defer taxes and save for retirement? No, I’m not talking about a 401(k), SIMPLE IRA, or a SEP. I’m talking about a plan that affords you the opportunity to take advantage of large tax and retirement limits that aren’t typically available in traditional retirement plans.
When I work with business owners regardless of their industry, one of the issues that seems to cause deep frustration is hiring good employees. With the face of the workforce changing so drastically, hiring and retaining quality people is not simple. You have to take into account the background of this newer generation and really explore what kind of person is sitting in front of you with
We have an extra hour of daylight these days. Flowers are starting to bloom on the trees and shrubs. Spring officially begins in a few days. Easter Sunday almost here. There are so many reasons to feel energized and excited. What are you ready to do with this time? What new adventure is calling you?
Where does your staircase lead? What do you want next in your life? What goals are you setting physically, professionally, personally?