Resources

Did you know that you don’t have to be a business owner to have a business exit plan? It’s true! Though the term “business exit” is generally understood to be when a business owner wishes to leave their business (whether by retirement or by selling it), it can also apply to an employee with retirement/stock options/other benefits through their place of employment who may plan to transition to another company.

The digital space is constantly changing. What was once trend and viral yesterday quickly gets replaced in a matter of weeks (or even days). Depending on your generation, you may not give too much thought to your digital life and how it should be managed in terms of your financial planning strategy.

Perhaps no single provision in the CARES Act has received more interest from business owners than the Paycheck Protection Program, a partially forgivable loan program offered through the SBA.

We won't pretend that a downslope isn't coming, or that it hasn't already started. But, what we can do is give advice on how to try and survive it and what things you can start to think of right now better prepare.

Big changes came to small business owners, student-loan re-payers, retirement plan beneficiaries and part-time employees on December 20th, 2019 when The SECURE Act was signed into being. Depending on which side of the coin you are, it could either help or hinder your financial growth.

Life is consistently inconsistent - things can and do change on a dime. Your success will depend greatly on which of these reactions takes control of your actions. Act quickly, act calmly and regroup.