Take a career break, push past limiting beliefs & more: inspiration for your 2022 goals

By |2021-12-31T16:31:40-08:00December 31st, 2021|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth, Staying the course|

Providing our insights, observations and advice on issues midlife business owners and Gen X professionals encounter at this busy stage of life is a core part of the conversations we have with clients, prospective clients and interested followers.  Throughout 2021, our CEO Greg Patterson and COO Lisette Smith, CFP® expanded beyond financial planning, investments, [Read More]

2022 retirement contribution limits increase for Gen X business owners 

By |2021-12-15T20:50:37-08:00December 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]

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]

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