8 lessons for business owners to improve your wealth & life

By |2021-09-12T21:01:52-07:00August 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 a Reality

By |2021-09-02T13:59:42-07:00August 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]

Design thinking, reverse engineering, and other ways to achieve big goals

By |2021-07-19T15:34:08-07:00July 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 make [Read More]

6 exercises to stress-test your Midlife Gap Year

By |2021-06-25T11:36:55-07:00May 23rd, 2021|Blog, Business Owners, Financial planning tips and perspectives, Personal Wealth|

If you’ve let yourself dream about taking a Midlife Gap Year, you may stop your planning as soon as the “What if…” questions kick in. Even with accumulated nest eggs of a few million dollars, many successful midlife business owners and leaders fear potential negative outcomes of taking this desired career break. The best way [Read More]

Perspectives from a Midlife Male [podcast episode]

By |2021-05-17T15:32:55-07:00May 7th, 2021|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

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:  4 key steps to get ready to exit

By |2021-05-15T12:43:38-07:00April 29th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Personal Wealth|

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]

How to take an extended career break and still be fiscally responsible

By |2021-04-03T18:30:40-07:00March 31st, 2021|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

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]

Stimulus for business owners: what to know about the American Rescue Plan

By |2021-03-26T15:25:29-07:00March 26th, 2021|Blog, Business Owners, In the news, Personal Wealth|

On March 11, 2021, President Biden passed the first major legislation of his presidency, the American Rescue Plan.  While the $1,400 individual stimulus checks and the continuance of unemployment benefits augmented by the federal government in the amount of $300 are both important to families who are experiencing lower incomes and job loss, we [Read More]

Save more in 2021: 6 opportunities for midlife professionals and business owners

By |2021-09-03T10:49:00-07:00February 26th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Insurance, Personal Wealth|

As you reach certain midlife milestones, you gain opportunities to save more money, whether through tax-deferred vehicles or identifying key expenses where you may be overpaying.  Business owners also have a chance to bounce back from what may have been a slower year in 2020 with some favorable tax rules.  Which of these options [Read More]

4 life-changing benefits of a Midlife Gap Year for business owners

By |2021-02-15T15:25:33-08:00February 15th, 2021|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

COVID-19 continues to have a wide-ranging impact on business, our economy, and our everyday lives. But the one lesser-discussed impact could be the most difficult to deal with—the personal one. The pandemic’s upheaval has escalated life’s stresses for many business owners, making a Midlife Gap Year all the more attractive. As you contemplate the [Read More]

Go to Top