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