Taxed Much?
Ever wonder why The Beatles left their home country to come to America? Some believe for the sake of escaping the insanely high-income tax rate in Britain of 80%! As a result, we have the song, “Taxman”.
Archive: Financial Planning
Why Small Businesses Are the Backbone of the Economy
Economists hypothesize that small businesses and startups profoundly influence economic growth, how come? Starting a small business is like asking… Read more about Why Small Businesses Are the Backbone of the Economy
Monitoring the Plan
Congratulations, you have a life plan! What’s next? Once you have a plan in place, it can be tempting to… Read more about Monitoring the Plan
The Estate Plan – It’s a Family Affair!
‘What to sell’, ‘What to keep’ or ‘What to leave as a legacy’, these are the questions! Although the final… Read more about The Estate Plan – It’s a Family Affair!
Success With Succession Planning
Some people love what they do. Our client, William, loves going to work. It was literally his life before he… Read more about Success With Succession Planning
Happy Tax Season!
Okay, there will likely never be a ‘happy’ tax season, unless you’re eligible for a whopping tax return! But there… Read more about Happy Tax Season!
Finances – This Time It’s Personal!
William’s company was doing fine financially, but this didn’t carry over to his personal finances. Although he took home enough… Read more about Finances – This Time It’s Personal!
William Gets a Life
Life planning gives people a sense of direction and purpose and is very enriching. At the same time, it can… Read more about William Gets a Life