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How to Start a Business - Part 1

Posted by Sherry H. Rodriguez | Mar 20, 2023 | 0 Comments

Are you eager to be your own boss one day and have a business of your own? Do you have a brilliant idea and a healthy dose of passion, self-confidence, and grit?  If you answered yes to either of those questions, you are well on your way to starting your own business. But, before you dive head f...

4 Financial Hacks To Kickstart Your Startup

Posted by Sherry H. Rodriguez | Jan 09, 2023 | 0 Comments

Getting your business off the ground can be challenging in many ways. But perhaps the most challenging aspect of launching a startup involves funding your business in the early stages. Getting the cash flowing and keeping it flowing is the lifeblood of your operation. Without cash flow, you can'...

How Will A Recession Affect Your Family?

Posted by Sherry H. Rodriguez | Dec 28, 2022 | 0 Comments

As you've surely heard by now, we're in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it's enough to make you sick. And it can make you sick, unless yo...

How To Save Big Money On Your 2022 Taxes—Part 2

Posted by Sherry H. Rodriguez | Dec 09, 2022 | 0 Comments

Taxes are a thorn in just about every business owner's side. Indeed, taxes are your single biggest business expense. That said, it's fairly easy to reduce the amount of sting taxes cause—but you have to be proactive. And we're not talking about doing anything illegal. Evading paying taxes is a r...

Trusts & Taxes: What You Need To Know

Posted by Sherry H. Rodriguez | Dec 07, 2022 | 0 Comments

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we're going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarif...

How To Save Big Money On Your 2022 Taxes—Part 1

Posted by Sherry H. Rodriguez | Dec 02, 2022 | 0 Comments

When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up in the government's hands can feel like a shakedown. That said, focusing a relatively small amount of time and effort into strat...

Disability Insurance: What You Should Know

Posted by Sherry H. Rodriguez | Nov 23, 2022 | 0 Comments

If you must work in order to earn your income, you need to have disability insurance. That said, purchasing such insurance is a “buyer beware” situation. This is because when it comes to most disability insurance policies, you must be aware of the numerous pitfalls that come with acquiring covera...

Debunking 4 Popular Myths About Business Entities

Posted by Sherry H. Rodriguez | Nov 11, 2022 | 0 Comments

Setting up the right legal structure for your business may seem like a boring detail that you don't need to spend much time on. But, in reality, selecting the right entity for your company is one of the most critical decisions you can make as a business owner. That said, there are all sorts of m...

Protect Your Aging Loved Ones From Undue Influence

Posted by Sherry H. Rodriguez | Nov 02, 2022 | 0 Comments

Following the death of a loved one, close family members are sometimes surprised to learn that they didn't receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently met, who wasn't even a relative. While it's not alway...

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