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Where Do You Find Time for Planning?
Business Owners Newsletters | Uncategorized

Where Do You Find Time for Planning? | March 2025

March 27, 2025 by kwsm

One of the biggest sources of friction in planning for a successful future is time. Successful business owners like you aren’t sitting around, twiddling your thumbs, and wondering what to do with all this … Read More

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Fresh from the investment bakery: how your portfolio pie is made

November 24, 2020 by Aaron Puttroff

Several years ago researchers asked Americans to choose which kind of dessert they would prefer a family member or friend to bring to their house for a holiday dinner. The … Read More

All Blogs | Financial Planning | Personal Planning | Uncategorized

Avoiding Insurance Traps, Pitfalls & Swindles: Read Your Policy Now, Before It’s Too Late!

August 25, 2020 by Aaron Puttroff

Check out this great article on how to avoid insurance traps, pitfalls, and swindles. https://www.linkedin.com/pulse/avoiding-insurance-traps-pitfalls-swindles-read-your-scheidemantle/

All Blogs | Business Owner | Financial Planning | Uncategorized

Should pass-through owners switch to C-corp status?

August 6, 2020 by Aaron Puttroff

The math has changed on entity choice. Under the new tax reform legislation, the corporate tax rate drops a full 14 points, from 35 percent to 21 percent. At the … Read More

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Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Road, Ste 300 San Diego CA 92121, United States (619) 684-6400PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America ® (Guardian), New York, NY. Living Legacy LLC is not an affiliate or subsidiary of PAS or Guardian.

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Important Disclosures 2024-169742 Exp. 05/26.
This material is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

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  • HOME
  • ABOUT
  • OUR TEAM
  • SERVICES
    • Strategic Financial Planning
    • Exit Planning
    • Financial Planning
  • RESOURCES
    • Newsletters
    • Business Owner Newsletters
    • Blog
    • Videos
    • Business Planning Whitepapers
    • Cash Flow Mapping
    • Business Valuator
  • CONTACT