Stay current on topics that matter
You’re busy creating your own success. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.
Q121 Quarterly Context Video
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 [Read More]
How to take an extended career break and still be fiscally responsible
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 [Read More]
Stimulus for business owners: what to know about the American Rescue Plan
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 [Read More]
Mutual fund proxy voting: what it is, what’s new, and who votes
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 [Read More]
Save more in 2021: 6 opportunities for midlife professionals and business owners
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. [Read More]
4 life-changing benefits of a Midlife Gap Year for business owners
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 [Read More]
Wealth and happiness – the surprising factor that can increase well-being
Does money buy happiness? Wealth and happiness are often paired together. As you earn more income, invest more into the market, or reduce your debt, you [Read More]
Q420 Quarterly Context Video
Expected impact of a new administration in the Oval Office, Wall St. vs. Main St., stimulation-supported market returns defying the pandemic, almost surely unrepeatable 13.9% 10-year [Read More]
4 rewarding ways to spend your Midlife Gap Year
As you consider taking a Midlife Gap Year, you may find your mind jumping from idea to idea with no clear trajectory for how to spend [Read More]
More help for business owners: PPP loans, deductions, and other stimulus provisions
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 [Read More]
Gen X insurance: how to put proper midlife protections in place
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 [Read More]
What California homeowners need to know about Proposition 19
On election day, the narrow passage of Proposition 19 in California brought good news for some homeowners. The new law allows homeowners who are [Read More]
Inflation’s effect on 2021 retirement contribution limits
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 [Read More]
What retirement plan sponsors need to know for 2021
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 [Read More]
What is a Midlife Gap Year and where do I sign up?
Finding a healthy work-life balance is difficult in today’s fast-paced society, especially for successful business owners and leaders in the middle stages of their lives. The [Read More]
Q320 Quarterly Context Video
Interesting contradictions between the economy and markets, Wall St. and Main St. remain… Wobbly economy but stocks, and gold and COVID-19 cases keep going up, while [Read More]
