Tag: personal-finance
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Did You Review Your Finances this Year? Looking Back on 2024 and Looking Ahead to 2025.
As the year ends, taking time to step out of the day-to-day grind can provide many advantages. The holidays have a good way of slowing (some) business and can allow us to look at our lives more broadly. Many times, this is also a good time to revisit your financial plan. Reflecting on the progress…
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What is Cost Segregation? How Business Owners Can Turn Their Properties into Massive Tax Deductions.
Does real estate really have all the tax breaks that people talk about? Real estate has always been a very important investment for many people. Business owners and real estate investors alike have benefited from many of the IRS rules surrounding their properties. As many of the top real estate investors may know, utilizing the…
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What Retirement Plan Do I Need? How to Determine Which Retirement Plan Works for Your Business.
Setting up a retirement plan is an important process to conquer. There are different types of retirement plans to set up and it can be overwhelming to some, so today’s article will simplify 3 types of retirement plans to choose between and get moving. The right plan for your business depends on how much you…
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Are My Investments Right for Me? Why Investment Planning is So Important.
Investing may arguably be the most popular financial planning topic. Most people roughly understand what investing is and have heard about the stock market before. If you interviewed 1,000 people closest to me (or any financial professional really), I bet the majority would say I do “something with stocks” or “something with taxes”. While they…
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Do I Need a Will? Why You May Need a Better Estate Plan.
One of the reasons why money creates stress in people is because they don’t know what will happen in the future. People don’t fully understand how different life changes would impact their finances and whether or not they should worry about it. The concept of an inheritance is older than the Bible, yet the planning…
TC Falkner 