Samuel Dixon discusses maximizing your legacy: tax-efficient planning for future generations. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group/  Taxes in retirement are a crucial aspect that is often overlooked but can have a significant impact on wealth preservation. In a podcast episode featuring Samuel Dixon, the…

Read More

Danielle Hayden of Kickstart Accounting Inc. was recently featured on the popular “Oh Shoot” podcast hosted by Cassidy Lynne.  Kickstart Accounting specializes in supporting female entrepreneurs, especially women, as they build their businesses. During the insightful conversation, Danielle not only shared her strategies but for financial empowerment, goal-oriented budgets, and…

Read More

Stephen Ng discusses the importance of IRA rescue strategies.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-ira-rescue-to-leverage-retirement-wealth/  Converting an IRA to tax-free money is a crucial strategy for retirement planning that can help individuals maximize their wealth and minimize their tax liabilities. In a podcast episode of…

Read More

Michael Opp discusses properly diversifying a portfolio. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-their-unique-approach-to-portfolio-diversification/  Michael Opp highlights the importance of properly diversifying and managing risk. Michael discusses the need to have a portion of the portfolio that is considered “must money” – money that cannot afford…

Read More

Stephen Ng discusses long-term care considerations: maximizing retirement wealth and security. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-understanding-long-term-care-to-leverage-retirement-wealth/ Long-term care insurance is often viewed as expensive, but there are ways to structure it to make it more affordable. One strategy is to consider options with riders…

Read More

An Exit Planning Service is designed to empower entrepreneurs and business owners to prepare for the sale or transition of their businesses strategically. This tailored service maximizes company value and ensures a seamless transition, whether for retirement, sale, or succession planning. In today’s rapidly evolving business environment, exit planning has…

Read More