Feb 23, 2023
When you own a business, you have a lot to care for. While you’re busy juggling everything to keep the business going, you might be overlooking these five dangerous things that can leave you in a lurch should you one day face them. Instead of winging it, make a plan and prepare for the possibility of one of these...
Feb 16, 2023
Brian Bowen has his Certified Exit Planning Advisor (CEPA) designation, which means he’s in a unique position to advise busines owners in that transition process out. So many things could go wrong and a CEPA can be a huge asset to you, your family, and your future.
In this episode, we’ll talk about the role...
Feb 9, 2023
Real estate can be a very lucrative investment but it can also be an extremely difficult piece of the portfolio to manage. There are highs and lows to real estate, but like everything else in the financial planning world, it may or may not be a good tool for you.
In this episode, we have two great questions to answer...
Feb 2, 2023
With tax season upon us, you might be wondering what areas you can save on with your taxes. The goal is to keep as much of your own money as possible and proper planning can help you accomplish that. Today we'll answer two questions from the mailbag about taxes.
Here are the questions Brian answers today: