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Business Finances

[Video] Why Your Business Number’s Plan Matters

[Video] Why Your Business Number's Plan Matters

MICHELLE SMALENBERGER, CFP ® [Video] Why Your Business Number’s Plan Matters In a previous video we’ve talked about keeping the books for your business up to date, including all your income and expenses. Today, we’ll talk about why that matters. Here’s a progression of your business from when you start to the growth mode that…

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This Year’s Charles Schwab Conference [Long Version]

This Year’s Charles Schwab Conference [Long Version] I’m writing to you as I fly home fresh from Schwab’s annual conference held in our nation’s capital, Washington D.C.  There couldn’t have been a better place for this year’s conference as we anticipate next week’s mid-term elections and recent market volatility.  To summarize my experience at the…

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[Video] Be Proactive: Tax Analysis

Financial Design Studio Tax Analysis

[Video] Be Proactive: Tax Analysis STEPHEN SMALENBERGER, EA ® One question we hear a lot from those who are self-employed and doing some type of payroll is: “How do I balance my taxes and save for the future?” For this let’s discuss your tax analysis… Let’s go through an example so I can show you…

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