by David Zohar | May 6, 2020 | Budget, Business Owners, Estate planing, Financial Plan, heritage, Insurance, Investment, Wealth management
“Now is a great time to revisit your financial strength. Or, if you never looked at your finance this is a great time to start.” The covid-19 pandemic hit us all. Most of us stay at home, work remotely, or just spending time with the family. Some encounter...
by David Zohar | Mar 12, 2020 | Business Owners, Estate planing, Financial Plan, Investment, Wealth management
“Risk is something that is ever present in the investment world. With very few exceptions, every investment vehicle carries with it a certain degree of risk. “ While there is no way to get around taking on risk, knowing the different types of investment...
by David Zohar | Mar 4, 2020 | Business Owners, Financial Plan, Investment, Life Insurance, Tax
“The new tax rule introduced in 2019 have some unfavorable tax consequences for businesses. Business owners might wonder how they can redirect a portion of excess cash flow that would traditionally produce passive income to reduce taxes.” In 2019, the...
by David Zohar | Feb 21, 2020 | Budget, Business Owners, Investment, Wealth management
“Creating a budget may sound boring but taking the time to do so will have a huge impact on your future.” It is easy to overspend and with the amount of household debt at an all-time high, managing your finances can seem hopeless. However, the more...
by David Zohar | Nov 27, 2019 | Business Owners, Financial Plan, Salary, Wealth management
“Determining the best way to pay yourself through your corporation can be a daunting task but it doesn’t have to be. There are many options to choose from and before making the decision, you’ll want to consider both your personal financial circumstances and the...
