
Setting Up A Corporation
Which Type Should I Be – Overview of Tax Treatment for Each and Which Is Right









Asset Allocation
How Does It Reduce the Risk in Your Overall Portfolio and Savings – What Does It Mean









Save On Taxes Through Qualified Plans
Qualified Plan Options for A Business Owner – Contribution Limits and Tax Deductions









Business Owned Insurance
Business Own My Policy? If Business Deducts the Premium What Happens to The Benefits









Active Vs Passive Management
Have A Money Manager or Just Buy The S&P 500 Yourself – Pros and Cons of Both









Bonds
Abandon the Myth Bonds Are 100% and People Can Never Lose Money Buying Them









Indexing
What It Means to Index and What Are You Really Investing In How Does It Work









Retirement Planning…Plan or No Plan
Value of Following A Plan – What It Can Do for You How It Helps Determine Risk Tolerance