We help clients dream big, invest wisely, and plan for events such as career changes, divorce, retirement, senior care, and so much more.
Dreams are only limited by your imagination. At Horizon Ridge Wealth Management we believe financial planning is more than just numbers, it is your roadmap through each stage of life.
Together we will help you dream big, invest wisely, and plan for events such as career changes, divorce, retirement, senior care, and so much more.
It’s our belief that planning for a better future starts today. Allow us to join you on your journey…
Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: VA, MD, DC, MA, FL.
The rinse cycle of being an entrepreneur can be difficult until you start to gain traction and your baby begins to grow up before your eyes...
efficienthire.com Small business owners are optimistic and plan to expand and invest in 2018, but struggle to find qualified candidates for open positions. These tips may help
Marketing for any business could be considered a "Black Hole" where money goes to for a permanent vacation. But what if you could change that???
blog.hubspot.com Many common small business challenges are fixable. Learn about six challenges every small business faces, along with tactical advice on how to fix them.
Statistically, as a business owner, you have a higher chance at failing in business than being in a car accident or your house burning down. Check out some ways to reduce the chances failure...
smallbiztrends.com Why do small companies fail and go out of business? Here are ten reasons, along with advice on what you can do to avert disaster before it strikes.
It's that time of year... when the tax extension is finally due and yet you still don't know if you are MAXIMIZING your tax savings... It's time to compare these plans...
buff.ly Fidelity helps you compare various small business retirement plans with our detailed Small Business Retirement Plans chart.
Bad with numbers? Hate financial projections but know you need them for your business plan, pitch deck, or to get that business loan... Check this out!
inc.com An outline of your company's growth strategy is essential to a business plan, but it just isn't complete without the numbers to back it up. Here's some advice on how to include things like a sales forecast, expense budget, and cash-flow statement.
When was the last time you dusted off that business plan? It might be time to update the one document that is supposed to be guiding you to VICTORY!
letsmakeaplan.org Becoming a successful entrepreneur has replaced home ownership as the new definition of the American Dream, thanks to the recent collapse of the real estate market and the made-for-Hollywood stories of folks like Steve Jobs or Mark Zuckerberg, of Apple and Facebook, respectively. But while Jobs an...
The end of the year is fast approaching and business growth has been explosive this year... Are you ready for the big tax bill?
forbes.com Time is money, and you shouldn't waste either. Here are 7 quick and easy tips to lower tax bill without taking a ton of time.
Top Retirement Strategies: Small Business Owners
investopedia.com Retiring successfully if you're a small business owner requires both an exit strategy and a good retirement plan. Here's how to get started.
The Retirement Income Source 42% of Small-Business Owners Are Relying On and Why It’s a Mistake
fool.com Hint: It's not a savings account of any sort.
Dos and Don'ts From 12 Small Business Finance Gurus
inc.com If the financial side of your small business has you lost, these experts offer practical finance do's and don'ts to get you back on track.
The Best Financial Advice for Small Business Owners Now
forbes.com More than a few of our clients at Glassman Wealth Services are small business owners and entrepreneurs, so I’m often asked to give advice on ways to improve their businesses or share ideas that will give them a competitive edge. Here are my top 3 tips for...
Estate Planning for an Owner-Dependent Business
entrepreneur.com It's never too early to start planning for what will happen to your business when you're gone
Ten Tips for Small Business Owners During Tough Financial Times
buff.ly Ten Tips For Small Business Owners In Troubled Times
5 Retirement Planning Tips For Small Business Owners
forbes.com Many small business owners should save more for retirement. Here's how.
Crafting a Better Retirement for Small Business Workers
cnbc.com About 57 million Americans have no access to a retirement savings plan. Some states want to change that.
Estate Planning for Small Business Owners
legalzoom.com Did you know most small businesses don't survive the first generation? Not because these businesses aren't sound - it's usually due to failures in estate planning and communication. For instance, who will run the business when you're not around anymore? Will your heirs continue the business? Or woul...
Proactive Section 199A Deduction Strategies For Small Business Owners
kitces.com Proactive Section 199A deduction strategies for small business owners to more effectively use the qualified business income (QBI) deduction for owners of various pass-through business entities.
Top 20 Tax Deductions for Small Business
smallbiztrends.com Tax season is rough on a lot of businesses. Check out these top tax deductions for small business and make sure you're not missing out on any deductible business expenses.
5 Retirement Tips for Small Business Owners
cpapracticeadvisor.com Preparing financially for retirement can be complicated for anyone, but for small business owners the process often poses even more challenges.
7 Reasons Entrepreneurs Don't Save for Retirement
money.usnews.com The business always comes first, and that's the first big mistake.
5 Finance Tips All Business Owners Should Follow
entrepreneur.com Entrepreneurs may not like keeping their books, but it's a completely necessary part of running a company.
Planning Properly for Retirement as a Small Business Owner
5 Things Estate Planning Can Do for You and Your Business
huffingtonpost.com THE BLOG 03/31/2016 05:10 pm ET Updated Dec 06, 2017 5 Things Estate Planning Can Do for You and Your Business By Kc Agu You spent the last 15 years of your life building your business from ground zero to a million dollars. In the event of your untimely demise, the government slaps an estate tax or....
Mechanics of the New Sec. 199A Deduction for Qualified Business Income
journalofaccountancy.com This article reviews several scenarios in which certain individuals could take advantage of a new Internal Revenue Code provision to significantly lower their taxes.
7 Strategies on How to Divorce-Proof Your Company
entrepreneur.com If your marriage is headed toward a breakup, these seven strategies can help protect your business if you end up in divorce court.
Divorce Rates Climb for America's 50+ Population
pewresearch.org Among U.S. adults ages 50 and older, the divorce rate has roughly doubled since the 1990s.
Rebuilding Life after Divorce
allprodad.com In this article we will look at life after divorce to explain how to experience less trauma and emerge from it with a spirit of wisdom and positive renewal.
Dividing a Business: What You Need to Know About Valuation in Divorce
rosen.com As part of the divorce process, many assets and liabilities will have to be divided between the parties through a process called equitable distribution. Essentially, a court will classify property as either marital or separate, place a value on the property, and then distribute amongst the spouses.....
How to Protect Your Business in a Divorce
inc.com Don't want your ex-spouse to end up as your business partner? Here's how to guard what's likely your most valuable financial asset.
Is My Wife Entitled to Half My Business if We Divorce?
farzadlaw.com Is my wife entitled to half my business if we divorce? If you're asking the question, you're stressed about the answer. Let's get you on the right path.
Age-by-Age Guide to What Children Understand About Divorce
parents.com How to discuss divorce with your child at any age.
How A Couple’s Age Gap Impacts Their Chances Of Divorce
frostbecklaw.com How a couple’s age gap impacts their chances of divorce - Divorce - Frost & Beck PC
This Is the Most Popular Age to Get Divorced
bravotv.com After walking down the aisle on your wedding day, and saying 'I Do' to a lifetime with your partner, the last thing you think about is whether or not your relationship will one day come to an end. But, in the United States alone, about 40 to 50 percent of marriages end in divorce. Whether you’re n...
After Divorce: 8 Tips for Reinventing Yourself
buff.ly Newly divorced? What comes next? Here are 8 tips that relationships experts shared with WebMD.
Understanding Children’s Reactions to Parental Separation and Divorce
ncbi.nlm.nih.gov Separation and divorce are painful processes that disrupt the lives of Canadian families. A large body of research has mapped out the common reactions to divorce, and identified ways to ease this painful process. For the majority of children who experience the dissolution of their parents’ marriag...
How to Deal with the Financial Impacts of Divorce
thebalance.com Arguably the most devastating cost of divorce is its effect on the family, but divorce can also very costly financially. Learn how to protect yourself.
If Your Husband Owns A Business, Watch Out For SIDS Once Divorce Proceedings Start
forbes.com If Your Husband Owns A Business, Watch Out For SIDS (Sudden Income Deficit Syndrome) Once Divorce Proceedings Start When it’s clear that a couple will be divorcing, each spouse’s outlook becomes more self-protective. The focus shifts from the fate of the marriage to individual futures, and natur...
5 Things Smart Women Do After A Divorce
buff.ly "Why do some women do well after divorce, while others get stuck?" a divorcing client asked me, confronting her worries head on. "I want to be happy agai...
How To Tell Kids About Divorce: An Age-By-Age Guide
todaysparent.com The news that Mom and Dad are separating hits a two-year-old and a 10-year-old differently. Here's how to help children handle it at any age.
5 Mistakes to Avoid When Selling Your Small Business
thebalancesmb.com Small business owners make drastic mistakes when selling their business and lose thousands of dollars. Here are the 5 biggest mistakes retailers make.
Why So Many Internet Start-Up’s Are Failing Today
chrisducker.com Don Silver elaborates on the common mistakes committed on the internet business. Read the whole post to get very useful tips in pursuing your online business.
21 Secret Facts About Successful Online Businesses That Nobody Understands
forbes.com This post will look at 21 "secret" facts that set successful online businesses apart from the rest. If you want to succeed at building your online empire. Take note.
What Private Equity Can Do for Your Company
entrepreneur.com Looking to grow or get liquid? If so, private equity might be a better option for you than venture capital.
How To Sell Your Business For Maximum Value in 2018
digitalexits.com Facebook Twitter Google+ Pinterest LinkedIn
Hiring The Right People: The Secrets To Scaling Your Business
foundr.com When it comes to scaling your business you want A-players on your team, so here's how to make sure that you're hiring the right people at all times
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