2022 retirement contribution limits increase for Gen X business owners 

By |2022-09-05T19:45:39-07:00December 15th, 2021|Blog, Business Owners, Financial planning tips and perspectives, In the news, Personal Wealth|

Many Gen X business owners can save more in 2022 with the IRS increases to retirement plan contribution limits.  In our work to help midlife business owners and leaders make work optional, retirement plan savings is an integral part of a comprehensive financial plan.  One way to accelerate your path to financial independence is [Read More]

11 financial planning and tax-saving moves to make before year end

By |2021-12-10T12:03:36-08:00November 27th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Investment Management, Personal Wealth|

As we rapidly head into the last few weeks of 2021, now is the time to take care of any time-sensitive financial planning moves and get prepared for 2022.  You may be able to reduce your tax bill, too, with some of these action steps. 1. Maximize your retirement savings You have until December [Read More]

Staying ahead of the game: how to keep the strong stock market from jeopardizing your life goals

By |2021-12-01T12:49:02-08:00November 11th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Investment Management, Personal Wealth|

Are you ahead of the game when it comes to achieving your financial independence? Has the unusually strong stock market boosted your wealth to the point where you think you could work less or stop working sooner than expected? Are you at a point where you are increasing your current or future lifestyle expectations? [Read More]

Why a market correction shouldn’t make you worry

By |2021-10-24T14:06:55-07:00October 24th, 2021|Blog, Fiduciary, Financial planning tips and perspectives, Investment Management, Investor behavior, Staying the course|

When stock market performance outpaces expectations for an extended period, as it has recently, the anticipation of a market correction (a drop of 10% of more) can worry investors.  But, should you be concerned?  After all, significant drops in the stock markets are fairly common, as are rebounds and new highs.  While market fundamentals [Read More]

Achieve your next big goal: 3 principles learned from qualifying for the Ironman World Championships at 50

By |2022-09-07T09:06:32-07:00September 9th, 2021|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth, Staying the course|

What is one of your big life goals? What’s a wild dream you’d like to achieve? When you're in the midst of peak busyness, you may feel you can't go after what you desire. Not true! As we head into the last few months of 2021, now is the perfect time to reflect on [Read More]

8 lessons for business owners to improve your wealth & life

By |2022-04-07T10:02:49-07:00August 31st, 2021|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

The lines between what is your business and what is your personal life quickly blur when you are a business owner.  While you may be quite clear on how to grow or sustain your business, you may not feel the same confidence in your personal wealth strategies.  At The Advisory Group, we often write [Read More]

3 Steps to Make Your Midlife Gap Year Plan a Reality

By |2022-05-15T11:55:13-07:00August 11th, 2021|Blog, Business Owners, Lifestyle, Personal Wealth|

Every time we meet with new clients, we ask them what motivates them to succeed. Besides financial benefits and personal fulfillment, the answer we hear the most is freedom. Even successful individuals who love their jobs want to spend time not working and pursuing other interests, too. The Gap Year is often the perfect [Read More]

Investment returns: How Optimistic Should You Be?

By |2022-09-05T19:34:59-07:00July 30th, 2021|Blog, Investment Management, Investor behavior, Personal Wealth|

Investment returns may not be on your mind right now as the summer brings highly anticipated changes where we can re-engage with our loved ones and communities in person. It will take some time to gain perspective on the economic and social implications of the global pandemic, especially since its effects have varied among [Read More]

Q221 Quarterly Context Video

By |2021-08-12T15:55:05-07:00July 28th, 2021|Blog|

What are investor expectations about market returns moving forward, and why they are unreasonably high relative to the expectations of financial professionals? What does a recent study show about financial lessons learned from the pandemic? How is the fed changing its stimulation plans? CEO Greg Patterson answers those questions in this quarter’s Quarterly Context [Read More]

Achieving big goals through Design thinking, reverse engineering, and more

By |2022-04-09T09:59:37-07:00July 18th, 2021|Blog, Business Owners, Lifestyle, Personal Wealth|

Recently, I had the opportunity to speak with Josh Dillingham the host of the Playing Injured podcast, a podcast focused on the stories of individuals who have excelled at navigating life's curveballs and persevering through adversity. In this conversation, I shared the lessons I have learned through training for Ironman triathlons that can help [Read More]

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