Tag Archives: business owner

The Critical Role of Life Insurance in Financial Planning

Posted on September 3, 2010 by BH&J

As comprehensive wealth managers, we believe that protecting risks through insurance is a foundational element of a financial plan. Investments are important and draw most of our ongoing focus, but without insurance, savings and investments can be lost. As author … Continue reading →

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Exit plan a crucial aspect to small business ownership

Posted on September 3, 2010 by BH&J

Gary’s monthly column in The News Tribune was published in today’s (9/3/10) business section. http://www.thenewstribune.com/2010/09/03/1326289/exit-plan-a-crucial-aspect-to.html#ixzz0yU1OlMta By Gary Brooks Business owners by nature are courageous folks who are comfortable taking risks. But there is one thing that seems to commonly invoke … Continue reading →

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Net Operating Loss Can Be Valuable

Posted on November 10, 2009 by BH&J

Gary wrote a guest column for the South Sound Business Examiner focusing on the Roth IRA conversion opportunity specifically for business owners. Small business owners with negative taxable income due to a net operating loss in their business can convert … Continue reading →

Posted in Financial planning, Investments, Retirement, Small business, Taxes | Tagged , , , , , , , | Leave a comment