What Founders and Venture Capital Firms Need To Know About Key Man Insurance

So, after much deliberation you’ve done it.  You are a founder and have started a business – you have started to realize your dreams and make progress towards your goals.  Now you’re on the hunt for funding from Venture Capitalists.  VC’s need to know

Why I Believe Cash Flow is more important than Cash

Cash is King!  Or is it?

You probably have heard this term at some point and at first glace it seems to make sense.  What I have come to realize after almost 14 years as a financial advisor is that Cash Flow is more important than Cash.

I have found that understanding:

8 Financial Tips for Financial Freedom and a Happy Life

We all dream of financial freedom, but somehow, it seems too good to be true.  After all, we have mortgages, car payments, school fees or student loans and the never-ending credit card balances to juggle.   Is it any wonder that we’ve just surrendered to and accepted the fact

7 Tips for better financial management through financial planning

Regardless of age, gender, income or where you’re based in the world, have you given any thought as to what financial planning entails and why you should consider it?  For many, it seems a topic best avoided and reserved for those who are wealthy and understand the intricacies and dynamics of

What founders and employees with private equity need to know

As an experienced financial advisor with a Certified Financial Planner® designation with vast knowledge and expertise working with business owners, I would like to assist you in understanding what the IRC Section 83(i) Election is and how it ma

Should You File An 83(b) Election For Your Founders Stock?

Besides the thrill of opening a new business venture, as a founder, one of the most important tax decisions you will face is whether or not to make an election under Section 83(b) of the Internal Revenue Code for stock awards or other acquisitions of shares subject to vesting.

How To Save Taxes Using Donor Advised Funds For Your Highly Appreciated Assets

Being philanthropic is always hailed as generous, however, before you start donating your hard-earned dollars, I’d like to highlight a few strategies to reduce your tax liability by using a donor-advised fund while increasing your charitable giving impact.

Practical Ways To Use An Income Annuity for Retirement Income

In order to simplify your finances during your retirement years, it may be prudent to consider purchasing an income annuity with part of your retirement funds to guarantee a base of income for life.

Trend Following can be the simplest trading strategy to invest your money that you've probably never heard of. 

Would you like to increase your returns, decrease your risk, and help protect your capital in uncertain times?

How to use the new (2019) estate & gift tax limits to maximize the transfer of your wealth

The well-known quote ‘’Nothing is certain except death and taxes’’ by Benjamin Franklin remains poignant and certainly rings true for many Americans.  When you give assets in the form of cash, stocks or a car perhaps, the government want to know