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How to save more on health and dental

How to save more on health and dental

How Business Owners Can Keep More Dollars in Their Pocket Like so many self-employed, contract workers and owners of small businesses, the wish I hear about most is getting access to group insurance benefits coverage, at an affordable price. There are 3 ways that I...
Why an accountant isn’t always enough

Why an accountant isn’t always enough

When it comes to your finances it is best to have a team of professionals, each with differentknowledge and skill sets, giving you advice. Your team should not solely include an accountant,but also a lawyer, financial planner, portfolio manager, and more. Each of...

Weathering the Storm: Tried and True Investment Strategies

No matter what stage of life you are in, a well formulated financial plan can help you enjoy your today’s, (yes, even in these uncertain times!), and your tomorrow’s. By following these strategies, you will reach your long-term goals. Keep emotions in check Like many...
Five Easy Steps to De-clutter Your Small Business Finances

Five Easy Steps to De-clutter Your Small Business Finances

Small business success is filled with tasks you love to do and those that you don’t like to do.  Do you find yourself putting off tasks like accounting and finances? Does this procrastination leave you staying up late at night or on the weekends, trying to catch up?...
When Low Fee Investment’s Don’t Pass the Stress Test

When Low Fee Investment’s Don’t Pass the Stress Test

Over the last number of years, the prevailing narrative in the investment media has been centered around low fee investment products.  The wisdom is, why pay a 2% management fee for a mutual fund when you can get an ETF for 0.5% fee or less.  In a perfect world this...

Lessons from Berkshire Hathaway Inc.

Lessons from Berkshire Hathaway Inc. At the Annual General Meeting of Berkshire Hathaway, Warren Buffet had some notable messages.  The first of which was, “to never bet against the American Economy.”  Even though the impact of the COVID-19 pandemic is and...