Tax Planning for Small Businesses

For small business owners, tax planning is crucial. Without proper planning, you may find a large portion of your hard-earned profits and savings eaten up by taxes that may not have been so high if you knew better options to pursue. To help you get started in tax planning for the new year, below are [...]

By |2024-02-01T15:28:17-06:00February 13th, 2024|OnPath Thought Leadership, The Founders Group|0 Comments

Prepping Early For Tax Day

As the year comes to a close, probably the last thing on your mind is filing your taxes in spring. But if you start assembling the necessary documents and information now, you’ll experience less stress and be in a far better position come April. Luckily, tax day is a few days later than usual in [...]

By |2024-02-01T15:19:36-06:00February 6th, 2024|OnPath Thought Leadership, The Founders Group|0 Comments

Important Lessons from 2023

Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year. It wasn’t only stock investors who had plenty to cheer about. [...]

Family Wealth Transfer Planning: Keeping it in the Family Through Generational Giving

What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the family you love. With the projected modification of the current legislation, 2023 [...]

By |2023-08-16T14:14:44-05:00September 27th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

College Funding Strategies for Business Owners

What are my options as a business owner? As a business owner, you have unique college planning opportunities. If you are in a high tax bracket, it may be advantageous for you to shift assets or income to your child, who will typically be in a lower tax bracket. Generally, you can shift business income [...]

By |2023-08-16T13:55:28-05:00September 20th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

A Financial Checklist for Life-Changing Events

When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job; however, financial planning and working with a financial professional can benefit anybody who experiences life-changing events, including getting a new job, marriage, debt repayment plans, buying a [...]

By |2023-08-16T13:41:44-05:00September 12th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

The Rules for Charitable Giving are Always Changing

A financial professional can help guide you through the maze of IRS rules Contributing to charities comes with a load of tax rules. Here’s are a few things to think about... Every April 16th (or in 2020, July 16th) should remind us of everyone’s least favorite season – tax-planning time. Because starting well in advance [...]

By |2023-08-16T13:14:04-05:00September 6th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

Financial Management 101: Business Owners, Are You Doing Your Homework?

As a business owner, prudent financial management can help ensure your business remains healthy and stable. But what does good business financial management look like in practice? Here are four tips that may benefit business owners while focusing time and effort on the core of the business. Pay Yourself First Although it is tempting to [...]

Why Stay Invested?

Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t followed the chorus of predictions. In some ways, figuring out what to do now that stocks have [...]

Retirement Re-education: Back to School Time for Retirement Planning

Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement goals you now wish to achieve, or you’ve realized your previous investments may not be working as [...]

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