Featured post:
Preparing for 2025: How to Build a Bulletproof Financial Plan
As the calendar turns toward a new year, it’s the perfect time to ensure your financial plans are as robust as your ambitions. A well-crafted financial strategy helps you navigate uncertainties, achieve your goals and create long-term stability. Here’s how… Read Now >>
How to Actually Know if Your Mortgage Refinance Makes Financial Sense
July 8, 2020
When looking at the current real estate and mortgage refinance markets, two financial indicators really stand out: Mortgage rates are at historic lows Home prices are on the rise Understanding These Indicators Both of these are fairly easy to explain.… Read Now >>
When and Why You Should Sell Your Stocks
July 2, 2020
This is the age-old question for all stock market investors… When is the best time to sell my stocks? As we all know, the answer is never just as simple as “Buy low. Sell high.” It’s not always easy to… Read Now >>
9 Lessons From My First 9 Owners’ Equity Interviews
June 30, 2020
After 9 detailed and insightful Owners’ Equity Interviews, Matt Rinkey, the Founder of Illumination Wealth shares his top 9 takeaways from the series and explains how you can implement them into your business. The 9 Lessons: 1: Using Data Not… Read Now >>
What is Private Equity and What Could it Mean for Your 401k?
June 24, 2020
Earlier this month, the U.S. Department of Labor released a letter that stated private equity investments would soon be allowed within certain retirement plans. There will be specific rules to follow and more details to learn, but we could start… Read Now >>
How to Invest When the Market is Up
June 17, 2020The market will always have its natural ups and downs, but 2020 has been a true roller coaster of a year. The economy was great at the beginning of the year. Then, COVID-19 came to town and wreaked havoc. Now,… Read Now >>
Owners’ Equity: Episode 10 — A Conversation with Jennifer Barnes, founder and CEO of Optima Office
June 8, 2020
On today’s episode of Owners’ Equity, our conversation dives into optimizing your business financial management with Jennifer Barnes, the Founder and CEO of Optima Office. In this episode you will learn: – An easy way to tell if you have… Read Now >>
7 New PPP Loan Forgiveness Provisions in the H.R. 7010 Bill
June 5, 2020
The PPP loan program has been quite the roller coaster ride since it was implemented as part of the CARES Act. The PPP loan forgiveness rules continue to change, and we’ve been doing our best to keep up with the… Read Now >>
Webinar: PPP Loan Next Steps -Forgiveness Applications and Clarifications -May 28, 2020
May 29, 2020
Implementing your PPP loan is an ongoing, complex process. With new clarifications and the SBA’s release of the forgiveness applications, Matt Rinkey from Illumination Wealth is back to further assist your firm in making the most strategic decisions in these… Read Now >>
New Interim Final Rules Provide More Clarity on PPP Loan Forgiveness
May 28, 2020
Last week, we talked about the Paycheck Protection Program (PPP) Loan Forgiveness Application and updated requirements that were recently released. Since then, the Small Business Administration (SBA) has issued two more Interim Final Rules on May 22. These address borrower… Read Now >>
Owners’ Equity: Episode 8 — A Conversation with Ryan Shortill, Founder of Positive Adventures
May 21, 2020
On today’s episode of Owners’ Equity, our conversation dives into the business trenches with Ryan Shortill of Founder of Positive Adventures and EO Business Trainer. In this episode you will learn: – What Taking Care Of Your Employees & Culture… Read Now >>
