All
Thought leadership series
3 steps to take to know when your business and your family can both afford that next big goal?
"I'm building and growing my business. But my family is also ready for a bigger house in a better school district. Can I afford to do both?" We had this scenario come up a little while back. The bank said yes. The cash account said yes. But neither of those answered the real question. The real question was whether the business could support the new house while continuing to fund payroll, taxes, growth capital, along with retirement savings, college planning, and everything else the family wanted over the next 10+ years. That's where the intersection of the business goals and personal goals can get really complicated and stressful. Because the biggest financial decisions business owners often make aren't just business decisions. They're personal decisions that the business has to fund. That's why you need to model both sides, objectively, and really stress-test what it means before making a major move. And then make sure the business has a well-defined path going forward to get to that outcome. If you need a framework to plan this out, we're happy to help. #FinancialPlanning #BusinessOwners #WealthBuilding #PersonalFinance
Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CO, CT, DE, FL, GA, KY, MD, NJ, NM, NY, NC, PA, SC, TN, TX, VA. Please contact us to determine the states in which each representative is registered.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Osaic Wealth, Inc. does not provide tax or legal advice.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.