Looking for stories of inspiration, success, finding balance, and overcoming adversity in business and life? That’s what Greg Scheinman, host of The Midlife Male podcast delivers through candid, in-depth conversations with "Midlife Male" CEO's, entrepreneurs and innovators in business, fitness, and hospitality. Recently, I had the opportunity to be a guest on Greg’s podcast. [Read More]
Selling a business is a major life decision that usually requires deep consideration. The past 14 months of pandemic living gave many business owners time to contemplate the future of their business and to reflect on what they want in the next phase of their life. You may be among the owners who are [Read More]
Vaccines picked up speed but are hitting some bumps, spring fever and more spending is in the air, all of that and big stimulus is causing markets to continue to defy the pandemic, but diversification still matters. See a dynamic video showing how the top-10 stocks in the S&P 500 has changed over last [Read More]
If you’re a Gen X-er ready to embark on your Midlife Gap Year and take an extended break from your career, you may be wondering what the financial impact of this decision will be. You know you could use the time off to rest, rejuvenate, or pivot your career for your next chapter, but [Read More]
Mutual fund proxy voting may be one of the least scintillating topics we write about here at The Advisory Group. It is, however, a topic about which retirement plan fiduciaries need to stay apprised. We also receive the occasional question from our personal wealth and foundation or endowment clients, so we thought we’d demystify [Read More]
If you're looking for a new PPP loan for your business, the latest stimulus package, the Consolidated Appropriations Act (CAA) that was signed into law on December 27, 2020 may benefit you. It provides $900B in COVID-19 relief and extends and expands on some provisions of the CARES Act, enacted in March, to help [Read More]
If you're a Gen X-er, it’s likely your life is starting to look very different than it did in your early years when you were just beginning your career and starting a family. Now you’ve made significant headway in your career, earn a higher income, and have amassed significantly more wealth. Your children may [Read More]
On election day, the narrow passage of Proposition 19 in California brought good news for some homeowners. The new law allows homeowners who are over 55, disabled, or victims of wildfires or other disasters to transfer the tax base of their primary residence to a replacement residence. This expands on the current [Read More]
Safe harbor retirement plan for 2021 Now is the time to take action if you wish to implement a new safe harbor 401(k) plan or make changes to your existing safe harbor structure for 2021. To satisfy the participant notice requirements, companies should install or amend calendar-year plans by the end of November. If [Read More]
We’ve written before about uncertainty and the market volatility that often accompanies it, and we have experienced more than our share of both in 2020. We know that these conditions can be beneficial for long-term investors, though it’s often hard to see this over the short-term. Now, with the upcoming presidential election, new concerns [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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