Archives

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, 2020

The 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 >>


SBA Releases PPP Loan Forgiveness Guidelines

May 21, 2020

Many small businesses have applied for Paycheck Protection Program (PPP) loans to cope with the financial impact of COVID-19. Many non-essential businesses were forced to shut down per government orders, while many others had to reduce staff and other expenses… Read Now >>


Investing in Times of Uncertainty

May 20, 2020

We definitely are living in very uncertain times. It’s almost impossible to predict exactly what is going to happen in our economy over the next few months or years, let alone the next few days. Investors naturally have a lot… Read Now >>