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. [...]

2024 Outlook: A Turning Point

LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. In 2024, we believe markets will make a definitive turn to a more recognizable place. Where the last two years had investors focused on inflation, [...]

By |2023-12-18T09:59:59-06:00December 18th, 2023|OnPath Thought Leadership|0 Comments

A November to Remember

Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, we're reminded of a quote from Warren Buffett’s long-time partner and one of the greatest investors of our time, Charlie Munger, who passed away last week. “The world is full of foolish gamblers, and they [...]

By |2023-12-08T10:01:11-06:00December 8th, 2023|OnPath Thought Leadership|0 Comments

Year-End Planning for Retirees

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income strategies you might consider regarding your financial assets. Here are three steps [...]

By |2023-10-12T15:34:53-05:00November 22nd, 2023|OnPath Thought Leadership|0 Comments

Year-End Tax Planning for High-Net-Worth Individuals

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic financial situation, HNWIs often grapple with complex tax management issues. With astute planning, mitigating significant tax liability may be possible. First, comprehensive tax planning involves [...]

By |2023-10-12T15:26:36-05:00November 15th, 2023|OnPath Thought Leadership|0 Comments

Trusts and Year-End Planning: A Checklist

A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated. When you set up a trust, you transfer assets from your name into your trust's name while you still retain control of the assets until you die. Trusts can hold many different assets, [...]

By |2023-10-12T15:22:08-05:00November 8th, 2023|OnPath Thought Leadership|0 Comments

Succession Planning for Women Business Owners

Women entrepreneurs face a unique set of hurdles when it comes to starting new businesses, particularly in a post-pandemic world. In 2021, women started about 40 percent of all new businesses, and this figure has remained fairly steady for decades.1 With the unique stresses of operating a brand-new business, many women business owners may not [...]

By |2023-09-13T15:09:42-05:00October 24th, 2023|OnPath Thought Leadership|0 Comments

Understanding the Estate Planning Process

It is common for people to put off planning their estates. After all, no one wants to anticipate their death. In addition, many may believe that only the wealthy require estate planning or that all that is involved is tax planning, which can be done “later.” They may well be wrong on both counts. Your [...]

By |2023-09-12T15:33:46-05:00October 18th, 2023|OnPath Thought Leadership|0 Comments
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