July 12, 2021
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.
June 28, 2021
Cash Flow Management Tips Business Owners Can’t Afford to Miss
Something we’ve noticed among business owners, incorporated professionals, and entrepreneurs is they can never be sure exactly where the money they earn is going. But just because this is a...
June 14, 2021
How to Talk to Your Spouse About Your Financial Future
Whenever I get to work with a couple, there tends to be one person who knows more about the family’s finances than the other. Often, one spouse is eager to...
May 31, 2021
Effective Insurance Strategy For Business Owners
We cover important questions and considerations that go into crafting an effective insurance strategy for business owners.
May 10, 2021
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.
April 26, 2021
Why You Should Scrap Your Budget For An Effective Cash Flow Plan
You can be forgiven for seeing a cash flow plan and a budget as one and the same. Many business owners do. But in our experience, an effective cash flow...
April 19, 2021
When Can You Have Financial Freedom as a Business Owner?
We discuss what financial freedom means for business owners and what they need to consider when making a plan to achieve it.
April 12, 2021
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 common misconception is you need to pay yourself a higher...