Should You Own Rental Property in Your Holding Company?
Owning real estate is on the mind of many business owners. A question that comes up regularly is, “should I…
Find out how we can help you reach your financial goals.
Posts by daveloncaric
Corporate-Owned Life Insurance: The Benefits for Business Owners
Life insurance is not only beneficial when you pass away. It can be a valuable financial planning tool for when…
4 Benefits of Incorporating a Business
Incorporating your business opens up many options for innovative financial planning that are otherwise not available if you were a…
6 Estate Planning Tips to Help Your Family After You Pass Away
For most of us, the biggest tax bill we will ever pay in our lives is at death. Unfortunately, planning…
Signs It’s Time to Incorporate Your Business
As financial planners who specialize in working with business owners and incorporated professionals, we get a lot of the same…
What Do You Get When You Pay Financial Advisor Fees?
We discuss how to determine the value in paying advisor fees and investment fees and making sure you are getting what you pay for.
How Business Owners Can Reduce Interest on their Mortgage
We share a helpful strategy for business owners to reduce interest on mortgage payments along with their overall cost of borrowing.
Paying Yourself a Salary to Qualify for a Mortgage? Why You Should Stick to Dividends
Hey, business owners: Do you pay yourself a higher salary than you need simply to qualify for a mortgage? A…
5 Corporate Investing Strategies to Save Taxes
We all want to save money wherever we can, right? The good news is there are a lot of corporate…