Fraser Allport The Total Advisor

Size: px
Start display at page:

Download "Fraser Allport The Total Advisor"

Transcription

1 Fraser Allport The Total Advisor For All Your Financial Needs Attention Business Owners : Stop throwing away Money in your Business! Do you want to increase your Bottom Line? Keep more of what you earn? Then learn How to Make Your Money Work Harder Than You Do, so that You can Work Less and Achieve More! As a Business Owner, you wear many hats. It is a daily challenge handling your core business as well as managing Staff, HR, Government Agencies, Regulations, and the IRS! Both your Business as well as Personal finances can suffer. Many Business Owners are over-whelmed. There is no time or training to manage your Business and Personal Finances wisely. This creates stress, worry, and losses, for Business Owners, their Families, and Staff. Making Money is very different than Managing it wisely. Stop throwing away Money in your Business! Work Smarter not Harder!

2 Join us for the " Income Tax Reduction Made Easy for Business Owners Class. In only 4 hours, you can sharpen your Business Money Management Skills and learn how to increase your Bottom Line and Peace of Mind. This not an Accounting course. This is a Class about Executive Wealth Management for Business Owners, their Families, and upper Management. Everyone in the Business works Smarter : You, Family members in your Business, and your top Managers. It s common-sense : Less Money Stress and more Money Smarts is Good Business for everyone! Throughout History, The Smart Money understands that it is not how much Money you make. The key is how much of Your Money you actually keep! Master Your Business Finances and you will : Maximize Corporate Cash and minimize Income Taxes Increase your Margins, ROI, and Free Cash Flow Eliminate waste and inefficiencies that are sabotaging your Bottom Line Lighten your load and ease your schedule, because you are working Smart Sharpen the skills needed to become a steward, a true Wealth Manager Learn how to optimize Family Business Planning & Succession Strategies In this Fast and Fun 4 hour Class, you will learn how to : Put your Business Finances into a bona fide tracking System Reduce Personal and Business Income Taxes and Audit Risk Maximize Tax Deductions, Tax Credits, and Tax Free Income Use Cost Audits, Cost Reduction, Cost Recovery to Save Cash Access the Private Capital Markets for Business Credit Establish Credit for your Company, and avoid Personal Guarantees Eliminate Your Company s Debt (and also your Personal Debt) Understand Healthcare and what The Law requires of you. Do Family Business Planning, Succession Planning, Estate Planning Do Asset Protection. Don t lose your Life s hard work in a Lawsuit! Attract and retain The Best Employees Your most valuable asset. Plan an Exit Strategy. Most Business Owners have no Plan for either selling their Business or passing it on to Successors. Do You?

3 CLASS TITLE Income Tax Reduction Made Easy for Business Owners How to Stop Over-Paying Your Income Taxes. This Class is about raising your Company s Bottom Line. It s that simple, and profitable. That s the entire point of this Class : Keep More of What You Make. So that You can Work Less and Achieve More! Work Smarter, not Harder! Raising your Bottom Line will enhance every aspect of your Business, including your Peace of Mind and mood. Spend 4 hours Raising your Bottom Line. The Money Skills that you are about to learn are Life Skills. Forever Skills. Learn how to run your Business Finances like a Swiss watch. Go Grow The Net. This Class will help you recapture large amounts of Money currently being wasted in your Business. Year after Year. Learn the financial tools and techniques that will teach you how to stop throwing Money away in your Business! After this Class, you will be a changed Person. You will no longer just be a Business Owner. You will have elevated your game to being a Wealth Manager. In sum, this Class will : Reduce your Income Taxes and Increase your Asset Protection. Raise your Bottom Line, your Margins, and Free Cash Flow Raise your Mood and improve Workplace harmony with your Staff. Raise your Game so that you can Work Less and Achieve More. Help you Plan for Retirement, Earlier, and more Comfortably. Help you have more time off for enjoying Life, Leisure, and Family. Make You A Steward of Your Money a true Wealth Manager You will never run your Business & Personal Finances the same again.

4 Managing your Money is a Skill-Set that is Learned. Ask Yourself this Question : What s The Point of all your hard work? Whe re s The Finish Line? Hours worked is the wrong measure of Success Get Smart with Your Money and You ll have more of it So that You can go enjoy Life. Real Success is leading Life on your terms. Not being yoked to your Business. You can learn to run your Business better instead of your Business running you!

5 Making A Life is about more than just Making Money. Making Money is not an End unto itself. You make Money so that you can go enjoy Life. So go Enjoy Life more by working Smarter, not Harder. Spend 4 fast and fun hours at Fraser s newest Course and change your Life. Please contact Fraser Allport - The Total Advisor at : for more details about this Life-Changing Class. CLICK HERE TO REGISTER FOR THE CLASS NOW

ESOP Advantage. Employee Stock Ownership Plan

ESOP Advantage. Employee Stock Ownership Plan ESOP Advantage Employee Stock Ownership Plan E The Smart Way to Structure Your Business The most important business move you ll ever make - could be your next one. If you are an entrepreneur launching

More information

Tips for potential Capital Market Investors

Tips for potential Capital Market Investors Tips for potential Capital Market Investors A financial advisor once told It doesn t matter how good of job someone has, if they want to acquire wealth in this life, at some point they are going to have

More information

Gender Gap in Financial Literacy

Gender Gap in Financial Literacy Executive Summary Even though women make up the majority of college graduates and are increasingly making strides in the workforce, there is still a significant and growing gender gap when it comes to

More information

Life Insurance as an Asset Class: A Predictable Asset for Unpredictable Times

Life Insurance as an Asset Class: A Predictable Asset for Unpredictable Times Life Insurance as an Asset Class: A Predictable Asset for Unpredictable Times This material is not intended to be used to avoid tax penalties. It was prepared to support the promotion or marketing of the

More information

SAN DIEGO LAW FIRM S GUIDE TO ESTATE PLANNING SERVICES

SAN DIEGO LAW FIRM S GUIDE TO ESTATE PLANNING SERVICES SAN DIEGO LAW FIRM S GUIDE TO ESTATE PLANNING SERVICES Table of contents Why choose San Diego Law Firm? 1 SDLF estate planning service offerings 3 What it s like to work with SDLF 5 How to get started

More information

Master the Metrics that Matter. A dentist s guide to managing key performance indicators (KPIs) for greater productivity and efficiency.

Master the Metrics that Matter. A dentist s guide to managing key performance indicators (KPIs) for greater productivity and efficiency. Master the Metrics that Matter A dentist s guide to managing key performance indicators (KPIs) for greater productivity and efficiency. About the Author Tammy McHood is a senior product manager for Henry

More information

How to Simplify Your Life

How to Simplify Your Life Life Reference: Matthew 6:24-34 Focus Verse: But seek ye first the kingdom of God, and his righteousness: and all these things shall be added unto you (Matthew 6:33). Stuff! Wonderful stuff everywhere!

More information

Intro: Increase your Financial IQ Get Smarter with Your Money - Written by Robert Kiyosaki

Intro: Increase your Financial IQ Get Smarter with Your Money - Written by Robert Kiyosaki Intro: Increase your Financial IQ Get Smarter with Your Money - Written by Robert Kiyosaki As you may know, I am a big fan of Robert Kiyosaki. He knows what he is doing when it comes to financial education

More information

Protecting Families, Finances, and Your Future. Mortgage. Debt. Taxes. Budgets

Protecting Families, Finances, and Your Future. Mortgage. Debt. Taxes. Budgets TM Protecting Families, Finances, and Your Future Debt Mortgage Taxes Budgets 1 1. Accept personal responsibility 2. Know your debts & develop a plan to become debt free 3. Use a budget to control expenses

More information

The ATB Guide to Succession Planning

The ATB Guide to Succession Planning The ATB Guide to Succession Planning Planning for your future - an introduction 2 What is succession planning? 3 Reasons you don t have a succession plan 5 Why Bother with succession planning? 8 What s

More information

1-800-555-5555. 800-818-2946 www.com

1-800-555-5555. 800-818-2946 www.com Call our our Senior Senior Helpline Call Helplinetoday: today: 1-800-555-5555 800-818-2946 www.com Advisor: Stuart Hindemit Please consult with your tax advisor. Borrower must continue to pay for property

More information

LearnToRun10K Program

LearnToRun10K Program LearnToRun10K Program So you ve decided you d like to LearnToRun10K! If you ve never run before, or if you ve not done any running for 3 months or longer, then this is the program for you! You ll notice

More information

5 Secrets to Wealth. Every Woman Needs To Know To Be Financially Free. By Nancy L. Gaines, Founder Women Gaining Wealth, LLC

5 Secrets to Wealth. Every Woman Needs To Know To Be Financially Free. By Nancy L. Gaines, Founder Women Gaining Wealth, LLC 5 Secrets to Wealth Every Woman Needs To Know To Be Financially Free By Nancy L. Gaines, Founder Women Gaining Wealth, LLC Thank you for requesting this free report and taking steps toward your own financial

More information

Welcome to Aspire. Expert financial advice for you

Welcome to Aspire. Expert financial advice for you Welcome to Aspire Expert financial advice for you Welcome to Aspire At Aspire we have one goal in mind to give you the financial advice you need and complete peace of mind that your finances are in the

More information

A Survival Guide for the Independent Attorney. Sponsored by LexisNexis Firm Manager

A Survival Guide for the Independent Attorney. Sponsored by LexisNexis Firm Manager A Survival Guide for the Independent Attorney Sponsored by LexisNexis Firm Manager The current legal economy sees more law graduates than available positions, and an increasing number of seasoned legal

More information

TOMORROW DAVID M. OFFEN PHILADELPHIA BANKRUPTCY ATTORNEY

TOMORROW DAVID M. OFFEN PHILADELPHIA BANKRUPTCY ATTORNEY STOP PHILADELPHIA FORECLOSURE TODAY FOR A BETTER FUTURE TOMORROW If you stop foreclosure today, such as through one of the strategies detailed above, you will find yourself in a better position in the

More information

Real Estate Investment Newsletter November 2003

Real Estate Investment Newsletter November 2003 Maximizing Returns on Equity Why and How In this newsletter I will explain some financial management concepts that provide a framework for maximizing your wealth accumulation over time. Proper application

More information

Financial Planning in Your 20s and 30s

Financial Planning in Your 20s and 30s Financial Planning in Your 20s and 30s Financial planning varies throughout the different stages of life. Older people are often focused on planning for a comfortable retirement, while younger people often

More information

Protecting your lifestyle and your wealth

Protecting your lifestyle and your wealth Protecting your lifestyle and your wealth Life assurance Critical illness cover Income protection Key person and partnership protection Over 30 years experience providing independent pension advice to

More information

Entrepreneur s Guide to CatchFire Funding

Entrepreneur s Guide to CatchFire Funding Entrepreneur s Guide to CatchFire Funding We have helped countless new business owners easily self-fund their businesses using their 401k or IRA, without incurring the penalties usually associated in the

More information

Retire Rich. Written By Joshua Sharp Self Directed IRA and 401k Expert. Larry Goins. Real Estate Author, Trainer and Investor

Retire Rich. Written By Joshua Sharp Self Directed IRA and 401k Expert. Larry Goins. Real Estate Author, Trainer and Investor Retire Rich GetOutOfTheVolatileFinancialMarkets AndSuperchargeYourIRAorRetirement AccountUsingDiscountedRealEstate! RentorFlip UsingyourIRAor401ktothefullest.KnowtheRightTimetoUse YourRetirementAccountandGettheMostFromYourRealEstateInvestments.

More information

Get the New Year Started Off Right with Estate Planning

Get the New Year Started Off Right with Estate Planning P A G E 1 Get the New Year Started Off Right with Estate Planning As your family grows, so does the importance of reassessing your estate Having an estate plan in place will ensure your legacy goals are

More information

Business Succession Planning

Business Succession Planning Business Succession Planning with Key Person Coverage and Buy-Sell Agreements Program Highlights & Fact Finder You put maximum effort into establishing and running your business. But are you taking the

More information

For Immediate Release

For Immediate Release For Immediate Release For a review copy of the book or an interview with John Vento, please contact Dottie DeHart, DeHart & Company Public Relations, at (828) 325-4966 or Dottie@dehartandcompany.com Not

More information

Giving Closely Held Stock

Giving Closely Held Stock Gift & Estate Planning Giving Closely Held Stock SM Stewarding the Giver and The Gift >> Focus on the Family, Attn: Gift & Estate Planning 8605 Explorer Drive Colorado Springs, CO 80920 800-782-8227 giftplanning@fotf.org

More information

Preserve, protect, and promote the value of your business. Start your business trek towards transition today.

Preserve, protect, and promote the value of your business. Start your business trek towards transition today. F e d e r a l R e s e r v e B a n k o f K a n s a s C i t y O m a h a B r a n c h i n p a r t n e r s h i p w i t h Creighton University School of Law Community Economic Development Clinic Nebraska Business

More information

21 Tax Saving Tips Tax & Accounts www.hfmtax.co.uk

21 Tax Saving Tips Tax & Accounts www.hfmtax.co.uk 21 Tax Saving Tips Tax & Accounts www.hfmtax.co.uk Everyone wants to save tax and, although there are complex tax savings schemes available, some tax savings are simple. You just need to take some care

More information

Selling a Small Business. and Succession Planning FOR A SMALL BUSINESS

Selling a Small Business. and Succession Planning FOR A SMALL BUSINESS Selling a Small Business and Succession Planning FOR A SMALL BUSINESS Welcome 1. Agenda 2. Ground Rules 3. Introductions 2 Objectives Change ownership of a business through selling, closing, or handing

More information

Econ 80H: Introduction

Econ 80H: Introduction Basic information Course web site: www.econ.ucsc.edu/faculty/elbaum Bernard Elbaum, Economics Dept., Engineering 2, Room 431, ext. 9-4248, email LBAUM@ucsc.edu Office hours, Tu Th 1-2 Econ 80H: Introduction

More information

Using Credit Strategies Wisely in Retirement Planning.

Using Credit Strategies Wisely in Retirement Planning. Using Credit Strategies Wisely in Retirement Planning. Prepared by. Lawrence Katz, Regional Private Banking Manager. Todd Barfield, Regional Private Banking Manager. In this white paper. 1 Meeting capital

More information

Entrepreneurs Wary of Dilution? A Perspective to Consider

Entrepreneurs Wary of Dilution? A Perspective to Consider Entrepreneurs Wary of Dilution? A Perspective to Consider Most entrepreneurs are loath to give up equity anyone who has ever watched Shark Tank knows that. And it makes sense. After all, it s your breakthrough

More information

The first time my triathlon coach saw me swim,

The first time my triathlon coach saw me swim, Reaching the Podium: Justin Thomas, CFP How You Can Achieve Your Financial Goals 1 The first time my triathlon coach saw me swim, he wasn t very optimistic. You look like an electrocuted frog, he said.

More information

Cash Solutions. Making cash flow. G4S Cash Solutions, and what we can do for you

Cash Solutions. Making cash flow. G4S Cash Solutions, and what we can do for you Cash Solutions Making cash flow G4S Cash Solutions, and what we can do for you Making your cash count for more Efficiency is everything in a climate like this. Tough economic conditions, rising costs and

More information

Student tuition and debt on the rise: RESPs and beyond

Student tuition and debt on the rise: RESPs and beyond Student tuition and debt on the rise: RESPs and beyond The BMO Institute provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial

More information

4 Steps to securing. your lease royalties PLUS. Oil and Gas Lease Planning and Management. A resource guide from your trusted, local, no cost advisor.

4 Steps to securing. your lease royalties PLUS. Oil and Gas Lease Planning and Management. A resource guide from your trusted, local, no cost advisor. Oil and Gas Lease Planning and Management 4 Steps to securing your lease royalties A resource guide from your trusted, local, no cost advisor. PLUS 10 things you can do right now! 4 Steps to securing your

More information

TO TAKE NOW in Order to Take Charge of Your Financial Life

TO TAKE NOW in Order to Take Charge of Your Financial Life HIGHLIGHTS INCLUDE: Powerful information that could potentially save you thousands in taxes and fees. Tips to help put you one step ahead in your retirement preparations. Critical mistakes that cannot

More information

Slide 2. What is Investing?

Slide 2. What is Investing? Slide 1 Investments Investment choices can be overwhelming if you don t do your homework. There s the potential for significant gain, but also the potential for significant loss. In this module, you ll

More information

4 Steps to Securing Oil and Gas Lease Income

4 Steps to Securing Oil and Gas Lease Income Oil and Gas Lease Income Planning and Management 4 Steps to Securing Oil and Gas Lease Income A resource guide from your trusted, local financial advisor. PLUS What you can do right now to get started!

More information

What You Need to Know Before Your Business Insurance Renews

What You Need to Know Before Your Business Insurance Renews What You Need to Know Before Your Business Insurance Renews by Scott Kirby Shopping for commercial insurance is easy when prices are falling. Need to save money? Need broader coverage? Get another quote.

More information

Guaranteed Drawdown. Giving you confidence about your retirement income

Guaranteed Drawdown. Giving you confidence about your retirement income Guaranteed Drawdown Giving you confidence about your retirement income 1 The new retirement landscape As you approach retirement, it s time to make those important financial decisions that will see you

More information

Stock Market. Software User Guide

Stock Market. Software User Guide Stock Market Software User Guide Contents 1. Welcome... 3 2. GoVenture Stock Market... 4 What is the GoVenture Stock Market Simulation... 4 What Makes GoVenture Stock Market Unique... 4 How GoVenture Differs

More information

Securities offered thru First Allied Securities, Inc. A Registered Broker /Dealer Member FINRA/SIPC

Securities offered thru First Allied Securities, Inc. A Registered Broker /Dealer Member FINRA/SIPC The 14 Wealth Management Issues Today individuals and families are time-squeezed and often unsure how best to achieve financial goals and preserving their wealth can be a challenge. We have compressed

More information

Using Credit to Your Advantage.

Using Credit to Your Advantage. Using Credit to Your Advantage. Topic Overview. The Using Credit To Your Advantage topic will provide participants with all the basic information they need to understand credit what it is and how to make

More information

The. Estate Planner. Do you have a liquidity plan? Being elastic can be fantastic. A blended family requires smart estate planning

The. Estate Planner. Do you have a liquidity plan? Being elastic can be fantastic. A blended family requires smart estate planning The Estate Planner January/February 2010 Do you have a liquidity plan? Being elastic can be fantastic Stretch your retirement savings for yourself and your heirs A blended family requires smart estate

More information

PRIVATE CLIENT SERVICES

PRIVATE CLIENT SERVICES Helping you to manage your personal and financial affairs efficiently and effectively, now and for the future. REF: 9068 07/15 SERVICES FOR YOU PRIVATE CLIENT SERVICES YOU RE NEVER TOO YOUNG TO START PLANNING

More information

20 Keys to Being a Smarter Investor

20 Keys to Being a Smarter Investor 20 Keys to Being a Smarter Investor The Financial Planning Association (FPA ) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning.

More information

It s Time For A New Financial Approach: One All About You. Authored by Scott Jarred

It s Time For A New Financial Approach: One All About You. Authored by Scott Jarred It s Time For A New Financial Approach: One All About You Authored by Scott Jarred Traditional financial thinking and techniques are becoming outdated. It s time for you to be the author of your financial

More information

Are you ready to start funding a healthy future? Fifth Third Bank Health Savings Account

Are you ready to start funding a healthy future? Fifth Third Bank Health Savings Account Are you ready to start funding a healthy future? Fifth Third Bank Health Savings Account A smart savings plan that s the picture of good health You ve made a good decision by choosing a Fifth Third Bank

More information

10 Steps to Financial Freedom in Your Twenties and Thirties

10 Steps to Financial Freedom in Your Twenties and Thirties 1 Steps to Financial Freedom in Your Twenties and Thirties On our journey to obtain independence and achieve financial success, we usually prioritize having good educational experiences, a sound resume

More information

Talk HR. providing flexible outsourced employer services

Talk HR. providing flexible outsourced employer services Talk HR providing flexible outsourced employer services Talk HR: Ad hoc and retained HR support Ad hoc services allow you the flexibility to pay-as-you-go. We believe in keeping HR simple. This includes

More information

COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING. A Guide to. Business Protection. Protecting the key people who are driving your business forward

COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING. A Guide to. Business Protection. Protecting the key people who are driving your business forward COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING A Guide to Business Protection Protecting the key people who are driving your business forward A Guide to Business Protection Protecting the key people who

More information

0845 345 3300 tellmemore@theaccessgroup.com www.theaccessgroup.com TIME, MONEY & TALENT. The Blackhole of Professional Services

0845 345 3300 tellmemore@theaccessgroup.com www.theaccessgroup.com TIME, MONEY & TALENT. The Blackhole of Professional Services 0845 345 3300 tellmemore@theaccessgroup.com www.theaccessgroup.com TIME, MONEY & TALENT The Blackhole of Professional Services Executive summary Businesses have faced an uphill battle in recent years.

More information

Investment Simulation - A Must For Any Student

Investment Simulation - A Must For Any Student Sample Pages Experiencing Investment An Illustrated Introduction to Personal Investing Margaret Williams Mathew Georghiou Table of Contents 5 Contents 1. Welcome... 7 2. GoVenture Investment... 9 What

More information

Managing a Small Business.

Managing a Small Business. Managing a Small Business. Topic Overview. The Managing a Small Business topic will teach participants how to make the most out of their time, money and resources to run their business profitably from

More information

Real Property for a Real Retirement.

Real Property for a Real Retirement. Real Property for a Real Retirement. Rent or Flip - Using your IRA or 401k to the fullest. Know the Right Time to Use Your Retirement Account and Get the Most From Your Real Estate Investments. 2011 CompleteIRA

More information

Tax Planning & Personal Investment. Customer Value

Tax Planning & Personal Investment. Customer Value Tax Planning & Personal Investment Customer Tax Planning To a great extent, tax planning needs to be customized to the individual. Each individual is strongly advised to consult with a qualified tax planner

More information

PROTECTION PROTECTION VUL. Taking the right steps in planning for the future CONSUMER GUIDE

PROTECTION PROTECTION VUL. Taking the right steps in planning for the future CONSUMER GUIDE CONSUMER GUIDE PROTECTION PROTECTION VUL Taking the right steps in planning for the future JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK IM5237CG There are

More information

Financial Planning for Seniors: The Process and Valuable Resources

Financial Planning for Seniors: The Process and Valuable Resources Financial Planning for Seniors: The Process and Valuable Resources A Free Report Provided by Wisconsin Association of Homes and Services for the Aging 204 South Hamilton Street Madison WI 53703 (608) 255-7060

More information

Accessing your Additional Voluntary Contribution (AVC)

Accessing your Additional Voluntary Contribution (AVC) Accessing your Additional Voluntary Contribution (AVC) Accessing your AVC savings Now is the time to start making decisions about your retirement and your future. One of the most important things to think

More information

Protect your business and enhance your financial security. Business Insurance Strategies

Protect your business and enhance your financial security. Business Insurance Strategies Protect your business and enhance your financial security Business Insurance Strategies Ensure your financial security There are often distinct advantages to being a significant shareholder in a private

More information

Investing Practice Questions

Investing Practice Questions Investing Practice Questions 1) When interest is calculated only on the principal amount of the investment, it is known as: a) straight interest b) simple interest c) compound interest d) calculated interest

More information

www.authorityformula.com

www.authorityformula.com www.authorityformula.com 2010 SimpleWealth Inc. All rights reserved. Dear Homeowner, Trying to sell or lease your house can be a an extremely frustrating experience. This report is designed to help you

More information

Saving to Build Wealth Make Money Work for You

Saving to Build Wealth Make Money Work for You Saving to Build Wealth Make Money Work for You Getting started on saving Building wealth is like building a brick wall. You place one brick on top of another and make sure the wall is solid before you

More information

LIFE INSURANCE STRATEGY GUIDE

LIFE INSURANCE STRATEGY GUIDE LIFE INSURANCE 101 STRATEGY GUIDE : STRATEGY GUIDE TABLE OF CONTENTS Why You May Need Life Insurance... 5 Shopping for Life Insurance... 5 How Much Life Insurance to Obtain... 6 Calculating Total Funds

More information

LIFE SETTLEMENT INFO KIT

LIFE SETTLEMENT INFO KIT How You Can Use A Life Insurance Policy To Fund Assisted Living And Senior Care Costs. LIFE SETTLEMENT INFO KIT Peace of Mind for You & Your Loved Ones Getting older should mean more time spent with your

More information

Easy Casino Profits. Congratulations!!

Easy Casino Profits. Congratulations!! Easy Casino Profits The Easy Way To Beat The Online Casinos Everytime! www.easycasinoprofits.com Disclaimer The authors of this ebook do not promote illegal, underage gambling or gambling to those living

More information

Business Su c c e s s i o n Pl a n n i n g

Business Su c c e s s i o n Pl a n n i n g Business Su c c e s s i o n Pl a n n i n g w i t h Key Pe r s o n Co v e r a g e and Buy-Sell Agreements Program Highlights & Fact Finder You put maximum effort into establishing and running your business.

More information

13 Ways to Happiness this Tax Season

13 Ways to Happiness this Tax Season 13 Ways to Happiness this Tax Season 11-2013 By: Dr. Bart A. Basi Dr. Bart A. Basi is an expert on closely held enterprises. He is an attorney, a Certified Public Accountant, and the President of the Center

More information

With new options available from April 2015, we can help you plan your finances for a worry-free retirement

With new options available from April 2015, we can help you plan your finances for a worry-free retirement Your retirement With new options available from April 2015, we can help you plan your finances for a worry-free retirement Life is full of financial decisions and planning your retirement is one of the

More information

Small Staff Scheduling for Convenience Stores

Small Staff Scheduling for Convenience Stores Small Staff Scheduling for Convenience Stores Park City Group, Inc. Convenience Stores - ALERT [A SPECIAL REPORT FROM Park City Group] Perspective LABOR MANAGEMENT A SIGNIFICANT OPPORTUNITY FOR ALL SIZE

More information

Handling the Resource Constraints of Everyday and Special Payroll Tasks

Handling the Resource Constraints of Everyday and Special Payroll Tasks WHITE PAPER Handling the Resource Constraints of Everyday and Special Payroll Tasks Even in large or mid-sized organizations, the Payroll department is often fairly small with some companies having only

More information

Retirement Tax Reduction Report

Retirement Tax Reduction Report Retirement Tax Reduction Report Introduction For many years now, Americans have been plowing money into Qualified Plans like IRA s, 401(k)s, 403(b)s, and the like. They have received a tax deduction for

More information

PRIVATE CLIENT MANAGED PORTFOLIOS

PRIVATE CLIENT MANAGED PORTFOLIOS PRIVATE CLIENT MANAGED PORTFOLIOS To sim lif, reserve an enhance. United Financial Private Client Managed Portfolios Your wealth is the cumulative result of your hard work, discipline, and astute management.

More information

Name (Partner A): Name (Partner B): Address: Phone number:

Name (Partner A): Name (Partner B): Address: Phone number: Suze Orman - The Ultimate Protection Portfolio What Your Financial Advisor Must Ask You or You Must Ask if the Advisor is You 2003 Suze Orman Revocable Trust Name (Partner A): Name (Partner B): Address:

More information

Responsible leveraging. A wealth creation strategy

Responsible leveraging. A wealth creation strategy Responsible leveraging A wealth creation strategy What is leveraging? Borrowing to invest is a wealth-building strategy that has been used for thousands of years. The financial term for borrowing to invest

More information

Wealth Strategies. www.rfawealth.com. The Importance of Age-Based Tax Planning. www.rfawealth.com. Age Based Tax Planning WEALTH STRATEGIES Page 1

Wealth Strategies. www.rfawealth.com. The Importance of Age-Based Tax Planning. www.rfawealth.com. Age Based Tax Planning WEALTH STRATEGIES Page 1 www.rfawealth.com Wealth Strategies The Importance of Age-Based Tax Planning Part 9 of 12 Age Based Tax Planning WEALTH STRATEGIES Page 1 In today s world, more and more of the responsibilities of preparing

More information

Retirement Pearls of Wisdom. Wealth for Women from ANZ Financial Planning

Retirement Pearls of Wisdom. Wealth for Women from ANZ Financial Planning Retirement Pearls of Wisdom Wealth for Women from ANZ Financial Planning Pearls Of Wisdom Women s wealth Women are extraordinary. For the past few decades women have been able to earn increasingly higher

More information

Introduction to Estate Planning

Introduction to Estate Planning Bradford Yeater, GEPC 6755 Mira Mesa Blvd. Suite 123-127 San Diego, CA 92121 619-270-2358 bradford.yeater@lpl.com Introduction to Estate Planning Estate Planning can be as simple or complex as your needs

More information

Get to know your options when saving for your retirement

Get to know your options when saving for your retirement Get to know your options when saving for your retirement RetireSmart Guide Allow us to introduce ourselves. We are Zurich. We are part of a global insurance group with Swiss roots. We are one of Ireland

More information

Navigating Your Financial Future

Navigating Your Financial Future Navigating Your Financial Future Our Mission To help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.

More information

Move your CAD to the Cloud

Move your CAD to the Cloud Move your CAD to the Cloud You know that it would be smart to move your CAD files to a place where everyone can access them, from anywhere. The Cloud makes that possible for your company. Who wouldn t

More information

Slide 2. Income Taxes

Slide 2. Income Taxes Slide 1 Taxes Income taxes have been a part of American life since 1909 when the 16 th Amendment to the Constitution was ratified. You can t avoid taxes, so you might as well understand how taxes are structured

More information

INVESTING FOR YOUR FINANCIAL FUTURE

INVESTING FOR YOUR FINANCIAL FUTURE INVESTING FOR YOUR FINANCIAL FUTURE Saving now, while time is on your side, can help provide you with freedom to do what you want later in life. INVESTING FOR YOUR FINANCIAL FUTURE YOUR FINANCIAL FUTURE

More information

7 QUESTIONS TO ASK WHILE EMPLOYERSRESOURCE.COM

7 QUESTIONS TO ASK WHILE EMPLOYERSRESOURCE.COM 7 QUESTIONS TO ASK WHILE SHOPPING PEOs EMPLOYERSRESOURCE.COM Why We Created this Guide We created this guide for those who have heard about PEO companies and the advantages they offer to businesses and

More information

How to Use Your Retirement Funds to Finance Your Small Business with No Taxes or Penalties. How To Use Your Retirement Funds to Finance Your Business

How to Use Your Retirement Funds to Finance Your Small Business with No Taxes or Penalties. How To Use Your Retirement Funds to Finance Your Business How To Use Your Retirement Funds to Finance Your Business By Bill Seagraves, President January 25, 2009 TABLE OF CONTENTS Overview Succeed in Business and Retire Wealthy: It s All About Cash Flow The Rich

More information

Kindergarten Respect Unit Lesson Seven Respect The Environment

Kindergarten Respect Unit Lesson Seven Respect The Environment Kindergarten Respect Unit Lesson Seven Respect The Environment PURPOSE/OBJECTIVE Students will learn that respect must also be shown to the environment. Students will identify specific ways care and concern

More information

How to Work With Your Bookkeeper & CPA

How to Work With Your Bookkeeper & CPA No matter how big or small your business, it will have bookkeeping and tax needs! To begin your journey on how to work with a good bookkeeper and CPA, you must first understand the accounting needs of

More information

Twelve Life Insurance Mistakes They Aren t Cheaper By the Dozen

Twelve Life Insurance Mistakes They Aren t Cheaper By the Dozen ESTATE PLANNING THE PRUDENTIAL LIFE INSURANCE COMPANY OF AMERICA Twelve Life Insurance Mistakes They Aren t Cheaper By the Dozen Life is full of mistakes. They are part of life s learning experiences.

More information

Because life insurance may be the most underused strategy to protect large retirement balances from being decimated by the highest levels of taxation.

Because life insurance may be the most underused strategy to protect large retirement balances from being decimated by the highest levels of taxation. Life Insurance for Life and Beyond Why I am talking about life insurance? Because life insurance may be the most underused strategy to protect large retirement balances from being decimated by the highest

More information

Your retirement income. Exploring your options

Your retirement income. Exploring your options Your retirement income Exploring your options Contents 01 Accessing your pension savings with Standard Life 03 What do you want to do with your pension pot? 09 A regular retirement income for the rest

More information

PARENTING WITH TEENAGERS. Financial and practical guidance for the challenges and uncertainties associated with the teenage years.

PARENTING WITH TEENAGERS. Financial and practical guidance for the challenges and uncertainties associated with the teenage years. PARENTING WITH TEENAGERS Financial and practical guidance for the challenges and uncertainties associated with the teenage years. launching pad. The later teen years should be devoted to setting your child

More information

Bio s. Cary Carbonaro MBA, CFP, NAPFA Registered Advisor, Partner Michael Borowski, CPA, CFP See Handouts

Bio s. Cary Carbonaro MBA, CFP, NAPFA Registered Advisor, Partner Michael Borowski, CPA, CFP See Handouts Women and Money Cary Carbonaro, CFP, MBA, Partner Mike Borowski, CPA, CFP, Stonegate Wealth Management 17-17 Route 208 North Fair Lawn, NJ 07410 (201) 791-0085 (888) 768-0202 Toll Free Other offices in

More information

Using Life Insurance For Legacy Building

Using Life Insurance For Legacy Building Using Life Insurance For Legacy Building Help Your Clients Gain Financial Protection & Pass Along a Legacy Marketing Guide Financial Protection with the Ability to Pass On a Legacy Many of your clients

More information

ILLINOIS 529 COLLEGE SAVINGS PLAN

ILLINOIS 529 COLLEGE SAVINGS PLAN ILLINOIS 529 COLLEGE SAVINGS PLAN Thinking about saving for your child s college education can be overwhelming. Stories of rising college loan debt and tuition increases do little to settle the nerves

More information

ADP TotalSource A Trusted HR Advisor for You and Your Business Clients

ADP TotalSource A Trusted HR Advisor for You and Your Business Clients ADP TotalSource A Trusted HR Advisor for You and Your Business Clients HR. Payroll. Benefits. Add Value and Strengthen Client Relationships Your CPA firm continuously adds value to your business clients

More information

Do You Have What It Takes to Manage a Buy-to-let Property?

Do You Have What It Takes to Manage a Buy-to-let Property? This is a sample chapter from Renting Out Your Property For Dummies supplied to LandlordZONE by John Wiley & Sons Ltd, publishers of the Dummies series of books. Do You Have What It Takes to Manage a Buy-to-let

More information

Passing on the Good Stuff! Implementing a Roth IRA Conversion Using Life Insurance

Passing on the Good Stuff! Implementing a Roth IRA Conversion Using Life Insurance Passing on the Good Stuff! Implementing a Roth IRA Conversion Using Life Insurance Passing On The Good Stuff! All inheritances aren t equal. Even two different assets that are worth similar amounts may

More information

A Guide to LLCs. Forming a Limited Liability Company

A Guide to LLCs. Forming a Limited Liability Company A Guide to LLCs Forming a Limited Liability Company Advantages of Forming an LLC Real Estate Investments and LLCs Operating and Maintaining an LLC Comparing LLCs to Other Business Structures Table of Contents

More information

FINANCIAL PLANNING. the benefits of. financial planning. Prepare to reach your goals

FINANCIAL PLANNING. the benefits of. financial planning. Prepare to reach your goals FINANCIAL PLANNING the benefits of financial planning Prepare to reach your goals Take Control of Your Financial Future When you apply for life insurance, you typically will be asked to have a medical

More information