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529 Plans Demystified

podcast Oct 27, 2021

Is The Cost Worth It?

 

There's been some debate questioning the cost benefit of a four year degree because of the skyrocketing cost of college and the loan burden that this place on students and their families, it's becoming a generational anxiety.

Just for fun, I researched the initial...

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Winning On The Field and Off The Field

podcast Oct 12, 2021
 

Interview with Desmond Clark 

Winning On The Field and Off The Field

This was the first podcast I recorded in 2019. It took two years long for me to finally push the button. If you are a business owner or someone with a dream deferred, I encourage you to step out of your comfort...

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When Is Enough is Enough

podcast Oct 12, 2021

When Is Enough is Enough

This podcast was inspired by a conversation I had with a young woman who asked me, how could she save money while maintaining her quality of life?

She revealed her quality of life included $1,000 purses and $300 shoes. She stated her mother told her that she had worked...

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Saving For Your Retirement Versus Saving For Your Child's College

podcast Oct 12, 2021

Saving For Your Retirement Versus Saving For Your Child's College

 

This episode discusses the question many parents will be faced with at some point. Should they save for their children's college education or for their own retirement.

With college costs increasing around 8% annually and...

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Retirement Plan Basics for Small Business Owners

podcast Oct 12, 2021

Retirement Plan Basics for Small Business Owners

Today’s episode is focused on the basics of retirement planning for small business owners. Owners are busy wearing multiple hats on any given day. Sometimes, it’s hard to think about retirement when you are immersed in the daily minutia...

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As a Corporation You Need to Follow the Rules

blog business tax Jul 24, 2021

When you started your business, you may have formed a corporation to protect your personal assets from lawsuits against your company. However, you must also operate your business like a corporation -- or risk losing the liability protection you expect to have.

No matter how long you've been in...

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Budgets Can Make You Rich!

blog money management Jul 24, 2021

Let’s face it, budgets are boring and tedious. They feel restrictive and limiting. No-one wants to create them. I get it, you don’t want anyone telling you how to spend your hard earned money. However, what if I told you a budget can make you rich. After all, everybody wants to be...

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Tax Strategies For Real Estate Professionals

blog real estate Jul 24, 2021

Most individual taxpayers who own rental real estate cannot deduct losses from their properties or their losses are limited.

The Internal Revenue Code (IRC) defines a passive activity as any trade or business of a taxpayer in which the taxpayer does not materially participate, and any rental...

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Maximizing Cash Flows

Maximizing Cash Flows

Slow paying customers, seasonal revenue variations, an unexpected downturn in sales, higher expenses -- any number of business conditions can contribute to a cash flow crunch. If you own a small business, you may find the suggestions that follow helpful in minimizing...

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Managing Cash Flows in Unprecedented Times

Slow paying customers, seasonal revenue variations, an unexpected downturn in sales, higher expenses -- any number of business conditions can contribute to a cash flow crunch. If you own a small business, you may find the suggestions that follow helpful in minimizing cash flow problems.

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