Forget the Resolutions, Let’s Talk About Professional Growth
January 7th, 2020 David Finkel (Taxloopholes.com Advisor)
I really enjoy creating action plans. My inner-nerd gets really excited over the possibilities of a new year or quarter. There are so many opportunities for growth and development, and I love laying it all out on paper and then working towards those goals over the coming quarter. As a business coach, I not only […]
Pension Webinar Course – Session 3: Basics of a Profit Sharing Plan
January 3rd, 2020 David Blain (Taxloopholes.com Advisor)
Learn the difference between Money Purchase Pension Plans and Profit-Sharing plans and the pros and cons of each, as David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO and Founder of BlueSky Wealth Advisors, dives into Advanced Pension Plans for Small Businesses. Click here to watch now. What to watch for: Money Purchase Pension Plan 2:37 […]
The Problem with Perfection
December 31st, 2019 David Finkel (Taxloopholes.com Advisor)
Over the past 25 years, I have met with thousands of business owners struggling to take their businesses to the next level. They are often overworked, anxious and stuck. They have great ideas and products, and the means to bring them to their client base, yet they suffer from a debilitating condition that really hinders […]
Pension Webinar Course – Session 2: Fundamentals of a 401K
December 27th, 2019 David Blain (Taxloopholes.com Advisor)
As a business owner, it can be difficult to know what type of retirement plan to choose. In this session you will learn about the varying types of plans with David Blain, CFA, CEO and Founder of BlueSky Wealth Advisors, and author of Invest in Your Life as he walks you through the basic principles of a 401K. Click here to […]
