Category: Finance

Randy Crabtree discusses how Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit and tax planning strategies such as cost segregation. Tri-Merit turns a complex process into a refreshingly straightforward experience that requires minimal time and effort from CPAs and their clients.     Crabtree commented,…

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Jamie Bosse discusses her approach to helping her clients create a successful financial future. Jamie is a Financial Planner, author, and mother of four.  She helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.  Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals. Jamie has a passion for mentoring and financial literacy and is the author of the children’s book series, Milton the Money Savvy Pup.Money Boss Mom is…

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Tom Stefaniak discusses important retirement questions, including: 1) What is the most important service that you provide to your clients? 2) What is a Wealth Plan? 3) How often do you update the plan? The focus of this interview brought up compelling stories that Tom presented that made powerful teaching lessons that many people would not have considered. He comes alongside his clients to recommend strategies customized for their specific situations. Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order/ When it comes to Investing for your Best Interest Tom…

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Don Purcell discusses his approach to helping his clients apply Biblical wisdom to issues faced by business owners to achieve predictable success–consistent results and growth.   Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-and-and-founder-of-clarity-business-coaching/  Purcell explained that ” As a small business coach, my vision is to guide clients toward good stewardship over business resources. This means making the most of what God has given you. Instead of wasting your Time, Talent, or Treasure, good stewardship leverages these three T’s for optimal value.” Purcell continued, “it’s more…

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David DeCelle discusses his approach to helping his clients achieve success in growing their practice. During the interview, David discusses the extraordinary value proposition he provides clients which results in them learning how to build a client base of raving fans that willingly and proactively give referrals. DeCelle commented, “We help entrepreneurial advisors overcome growth challenges, deploy intelligent practice management systems, and enjoy a fulfilling life. In order to build a thriving, prosperous financial practice, advisors must find a unique value proposition — and develop a service model that meets…

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Goran Milic, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Goran discusses how Social Security is necessary for a comprehensive retirement income strategy. There are important considerations before choosing to claim early, and working with a financial professional is crucial in coordinating these types of benefits. Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network. https://businessinnovatorsradio.com/interview-with-goran-milic-with-tesla-wealth-management-discussing-financial-and-retirement-literacy-focused-on-social-security/ Milic explained that “Social Security is a part of nearly everyone’s retirement that is often overlooked. I am excited to be…

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Bryan Daly discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner/ Daly explained that ” At New Life Financial Alliance (NLFA),  your dreams matter. We understand the challenges that make it harder to achieve your financial goals, and we’re ready to provide the education, coaching, and advice. We believe your financial success, no matter your current situation or economic status, is achievable. Our mission, to help build and protect wealth for…

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November 1, 2021 Jeremy Keil predicts that the next 6 months may be the best time ever in history to buy I Savings Bonds with the breaking news that the November 2021 I bond inflation rate will be 7.12%, which is 3.56% earned over 6 months. Compare that rate to the current US 12-month Treasury Bill rate of 0.12% and the I bond rate is almost 3.5% higher. The average difference between the 6-month I bond and the 12-month T-Bill is 0.31% in favor of the T-Bill.  Only one other…

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