Businesses

Our financial advisors provide expert investment advisory and financial planning services for business owners and businesses throughout Santa Clarita and across the US. Our retirement plan consultants are experts in retirement plan selection, retirement plan services as well as employee education.

Preparing to Sell Your Business

2016-12-14T17:06:25-08:00

Do you have a strategy to follow?  Have you created a company that someone will want to buy? Your children won’t necessarily want to take over your business, so an exit strategy is essential to getting the outcome you want. You must prepare your firm for the transition – and you must be prepared as [...]

Preparing to Sell Your Business2016-12-14T17:06:25-08:00

A Tax Break for LTC Hybrids

2016-12-14T17:06:29-08:00

Pay for long term care without paying taxes on an annuity withdrawal.  A tax break with an additional benefit. Did you know that, since taking effect in 2010, you are allowed to withdraw money from a certain kind of annuity without paying taxes as long as you use it to pay for qualified long term [...]

A Tax Break for LTC Hybrids2016-12-14T17:06:29-08:00

It’s Time to Review Your Life Insurance

2016-12-14T17:06:30-08:00

Are you underinsured, or not insured at all? When was the last time you looked at your life insurance coverage? Why not do it now? Life insurance can be a remarkable utility as an estate planning and tax-saving tool. Whether you have no life insurance, or you haven’t reviewed your policy in a while, it [...]

It’s Time to Review Your Life Insurance2016-12-14T17:06:30-08:00

Section 105 Plans

2016-12-14T17:06:30-08:00

Medical reimbursement plans to benefit the smallest businesses.  Some businesses start small and stay small, by design. You may own such a business. Perhaps things begin and end with you, or maybe you employ one other person – your spouse. If this is the case, you should know about Section 105 plans. Being self-employed, you [...]

Section 105 Plans2016-12-14T17:06:30-08:00

Tax Scams & Schemes

2016-12-14T17:06:31-08:00

The “dirty dozen” that criminals & cheats try to get away with year-round.    Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to put one over on the IRS. These cons occur year-round, not just during tax season. In response to their frequency, [...]

Tax Scams & Schemes2016-12-14T17:06:31-08:00

Insurance Strategies to Help You Protect Your Business

2016-12-14T17:07:02-08:00

As a business owner, you need to ensure that you have adequate insurance coverage to protect family, business partner(s) and key employees, so that no matter what the future holds, the business can continue to provide for those who depend on it. With the right insurance strategies in place, you can guard your business against [...]

Insurance Strategies to Help You Protect Your Business2016-12-14T17:07:02-08:00

Could Corporate Tax Cuts Promote Job Growth?

2016-12-14T17:07:06-08:00

Could Corporate Tax Cuts Promote Job Growth? President Obama returns to an idea he introduced in 2012. What if corporate taxes were 7% lower? Specifically, what if the corporate tax rate was reset to 28%, 25% for manufacturing companies? As a tradeoff for this tax cut, what if multinational corporations based in the U.S. paid [...]

Could Corporate Tax Cuts Promote Job Growth?2016-12-14T17:07:06-08:00

How Do You Know When You Have Enough to Retire?

2016-12-14T17:07:07-08:00

There is no simple answer, but consider some factors. You save for retirement with the expectation that at some point, you will have enough savings to walk confidently away from the office and into the next phase of life. So how do you know if you have reached that point? Retirement calculators are useful – [...]

How Do You Know When You Have Enough to Retire?2016-12-14T17:07:07-08:00

The Major Retirement Planning Mistakes

2016-12-14T17:07:08-08:00

Why are they made again and again? Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet [...]

The Major Retirement Planning Mistakes2016-12-14T17:07:08-08:00

Which Retirement Plan Suits You?

2016-12-14T17:07:09-08:00

All retirement plans are not the same. In fact, there is such a wide variety of retirement plans available that it is worth it to read up on your choices. Here’s a brief look at the different plans and what they have to offer. The traditional 401(k). Most people have such a retirement savings plan, [...]

Which Retirement Plan Suits You?2016-12-14T17:07:09-08:00
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