Before You Take "The Leap," Consider...
According to The Kaufman Index of Start-up activity in 2016, more people in the United States are opening startup businesses today than...
Financial Planning for The Small Business Owner
It’s typical for the small business owner to have several advisers, attorneys, CPAs, insurance agents, etc. from the time they start up...
Frequently Asked Retirement Income Questions
When should I begin thinking about tapping my retirement assets and how should I go about doing so? The answer to this question depends...
6 Tax Tips for The Entrepreneur
It’s that time of year again. No, not the “New Year New Me” thing; I’m talking about the overlap between tax planning for the previous...
5 Common Questions About Your 401(k)
The 401(k). It’s one of the staples of financial maturity for anyone who has one or is starting to think about participating in one. It’s...
Things To Do Before Your Parent Retires
That beautiful lady pictured up top is my Mother. She has done so much for me and has helped shape me into the man I am today that I...
What Is An SBA Loan?
The Rio Grande Valley is full of ideas, energy, and entrepreneurship. A lot of the time, some of these ideas are not realized because of...
Estate Planning for Small Business Owners
Traveling Down the Ominous Road of Financial Planning I stood there in awe as I watched friends and family enjoy our wedding. People were...
Developing Your Financial Decision-Making Lens
Time is our most valuable resource. It cannot be made, grown, produced or slowed. I was once challenged by a professor of mine to live...
The Self-Employment Tax Trap: Business Deductions
I grew up around self-employed people. My dad was self-employed, my mom and brothers have been self-employed, and now I am. For the last...
