Business owners, especially smaller employers, now have more incentives and options to offer retirement savings plan. Individuals have additional opportunities to grow their retirement savings. Signed in to law by the President on December 20, 2019, The SECURE Act (‘Setting Every Community Up for Retirement Enhancement”) brings the most significant pension reform in more [Read More]
What are you going to read (or listen to) next? If you own a business and you have not read these three books, we highly recommend each one. Whether you want to form new habits, create systems in your business, or preserve what's meaningful to you, you can find answers in these books. 1. [Read More]
Thank you to everyone who joined us at our Open House on November 14th. We were excited to see you! We hosted this 20th Anniversary event to celebrate The Advisory Group’s past and future: Our Past: Our roots began as an industry pioneer that believed client interests should always come first, as one of [Read More]
In the past several months, something unusual has happened to bond yields, something that had not happened since 2007: the yield curve inverted. What is a yield curve? What is the yield curve, and why is it noteworthy when it becomes inverted? Typically, an investor expects to be paid more to tie up his [Read More]
With high incomes and appreciated portfolios, many of our clients around the Bay Area seek relief from paying a large sum to Uncle Sam. Identifying tax minimization opportunities can be difficult as your income and account balances increase; however, there are a few ways you can keep more of what you make. Here [Read More]
How do many business owners continue to grow and manage their businesses? They reinvest company profits back into the business. As financial advisors to many business owners, we have learned from experience how important it is to strike the right balance between your company assets and some diversified investments outside of your business. While [Read More]
Living in San Francisco is expensive. Very expensive. Median rent is nearly twice the national average and 81% of homes cost more than $1 million. It is no wonder that many Bay Area natives find their children leaving to live in places like Seattle, Denver, and Austin, where they can afford a house and [Read More]
When you own a business, taking a “real” vacation may seem impossible. While you appreciate the notion that time away keeps your mind fresh, helps your creativity, and prevents burnout, you may not always embrace it. Even when you do take time off, the temptation to check your phone or review your email magnifies [Read More]
If you have children approaching their college years and you own a business, you have more opportunities than others to manage your assets and income to save and pay for college. One of the most favorable treatments for business owners is your ability to increase the amount of financial aid for which your child [Read More]
Contribution by Margaret Hiller, CFP®, CPC Retirement savings crisis Last month was Financial Literacy Month which prompted a flurry of articles on the retirement crisis in the U.S. One noted that the “average” retirement savings amount, paltry though it is, is often an overstated figure because it is the average (or mean) rather than the [Read More]
The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial advice firms in the U.S. We’ve been true fiduciaries since the beginning.
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