Financial planning tips and perspectives Archives | Page 4 of 4

Time-sensitive: Business owners should explore Paycheck Protection Program forgivable loans NOW… application process started 4/3/20
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Time-sensitive: Business owners should explore Paycheck Protection Program forgivable loans NOW… application process started 4/3/20

Fiduciary, Financial planning tips and perspectives, General thoughts

Time-sensitive: Business owners should explore Paycheck Protection Program forgivable loans NOW… application process started 4/3/20

By The Advisory Group|2020-04-25T09:20:45-07:00April 2nd, 2020|Fiduciary, Financial planning tips and perspectives, General thoughts|

Business owners & leaders: If your business has been adversely affected by the coronavirus directly or indirectly, we encourage you to explore and apply for Paycheck Protection Program (PPP) forgivable loan or the Disaster Loan (& grant) Assistance programs below, given that the PPP started 4/3/20 for small businesses, and 4/10/20 for sole proprietorships [Read More]

The CARES Act: help for individuals and small businesses
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The CARES Act: help for individuals and small businesses

Fiduciary, Financial planning tips and perspectives, In the news

The CARES Act: help for individuals and small businesses

By The Advisory Group|2020-04-25T09:22:00-07:00April 2nd, 2020|Fiduciary, Financial planning tips and perspectives, In the news|

As we adjust to the effects of COVID-19 in our lives, we wanted to provide some information for individuals and small businesses about the stimulus package passed by Congress on March 27th The Coronavirus Aid, Relief and Economic Security (CARES) Act, as well as previously announced tax filing relief, should help with business [Read More]

Create your own Blue Zone
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Create your own Blue Zone

Blog, Fiduciary, Financial planning tips and perspectives, General thoughts

Create your own Blue Zone

By The Advisory Group|2022-10-05T12:30:27-07:00January 9th, 2020|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts|

What if you had the recipe of life choices that could help you live longer, healthier, and happier? That is exactly what studies show happens in “Blue Zones,” parts of the world with unusually high numbers of happy centenarians. If you don’t live in a Blue Zone, you do not have to move. You [Read More]

Business disaster planning: Is your business prepared for the next disaster?
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Business disaster planning: Is your business prepared for the next disaster?

Blog, Financial planning tips and perspectives, Personal Wealth

Business disaster planning: Is your business prepared for the next disaster?

By Lisette Smith, CFP®|2022-04-07T15:13:38-07:00November 27th, 2019|Blog, Financial planning tips and perspectives, Personal Wealth|

Preparing your business for a natural disaster is as critical as preparing your home, yet many business owners do not have an emergency plan in place. In the Bay Area, earthquakes are a constant threat with no advanced warning, and the “new normal” of California fire season reminds us how devastating nature can be. [Read More]

3 reasons business owners should invest outside of their business
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3 reasons business owners should invest outside of their business

Blog, Fiduciary, Financial planning tips and perspectives, General thoughts

3 reasons business owners should invest outside of their business

By The Advisory Group|2024-01-29T12:18:53-08:00September 10th, 2019|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts|

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]

How to help your adult children stay in the Bay Area
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How to help your adult children stay in the Bay Area

Financial planning tips and perspectives, General thoughts

How to help your adult children stay in the Bay Area

By The Advisory Group|2022-04-06T08:45:02-07:00August 16th, 2019|Financial planning tips and perspectives, General thoughts|

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]

Talking to your parents about aging and their estate plan
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Talking to your parents about aging and their estate plan

Financial planning tips and perspectives, General thoughts

Talking to your parents about aging and their estate plan

By Lisette Smith, CFP®|2022-04-08T13:14:37-07:00July 30th, 2019|Financial planning tips and perspectives, General thoughts|

The time to discuss issues related to your parents' aging is before you need to. Some senior care professionals promote the idea of the “40-70 rule”, advising that you begin conversations with your parents about their plans and desires once you reach age 40 or they are age 70. While this may seem early [Read More]

4 ways business owners can plan for college savings & financial aid
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4 ways business owners can plan for college savings & financial aid

Financial planning tips and perspectives, Personal Wealth

4 ways business owners can plan for college savings & financial aid

By The Advisory Group|2022-04-06T08:43:11-07:00June 25th, 2019|Financial planning tips and perspectives, Personal Wealth|

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]