6 exercises to stress-test your Midlife Gap Year

By |2022-05-15T12:27:08-07:00May 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 [Read More]

Identifying and achieving goals: Perspectives from a Midlife Male [podcast episode]

By |2022-04-06T12:37:40-07:00May 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]

Sell your business:  4 key steps to get ready to exit

By |2022-04-07T11:59:56-07:00April 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 |2022-05-15T12:47:57-07:00March 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]

More help for business owners: PPP loans, deductions, and other stimulus provisions

By |2021-01-06T14:33:44-08:00January 6th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Personal Wealth|

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]

Gen X insurance: how to put proper midlife protections in place

By |2022-04-07T11:54:27-07:00December 21st, 2020|Blog, Business Owners, Financial planning tips and perspectives, Insurance, Personal Wealth|

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]

Inflation’s effect on 2021 retirement contribution limits

By |2020-12-06T14:18:00-08:00December 4th, 2020|Blog, Business Owners, Fiduciary, Institutional, Personal Wealth|

The IRS released the dollar limits for 2021 qualified retirement plan contributions.  For 2021, employees’ and owners’ ability to defer compensation and invest for their future remains about the same as 2020. Because of low inflation, most of the common contribution levels were left unchanged, with defined contribution total dollar amounts (from employee and [Read More]

How tax policy may change with the election

By |2020-09-21T09:56:50-07:00September 17th, 2020|Blog, Business Owners, Financial planning tips and perspectives, In the news, Personal Wealth|

The upcoming presidential election brings with it much speculation about the tax policy and market implications of the outcome. We don’t recommend changing your plans based on educated guesses about how tax policy may change once the election is behind us.  However, it does make sense to consider how changes may affect your planning [Read More]

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