Wealth Building for Family-Owned Businesses
Many of my clients have a business that is “family owned.” Often that means that the income from the business is co-mingled directly into the family’s personal financial accounts.
Not only is that strategy a tax nightmare but it also is a real limitation to your wealth-building capacity. Check out this article [...]

Catching up with Life
It has been a hectic month with everything going on.
First, I unexpectedly decided to buy a house. Now that may sound crazy but it’s true. I had set a goal to buy next year and as I started looking at renting again my partner pointed out to me that there was no [...]