by lightforcemarketing | Oct 30, 2025 | Financial Planning, Retirement, Small Business
As the year winds down, some business owners shift their focus to wrapping up projects, managing cash flow, and squeezing in a few more client wins before the holidays. But this time of year could provide financial opportunities that are worth considering, especially...
by lightforcemarketing | Jul 29, 2025 | Financial Planning, Retirement
The One Big Beautiful Bill Act, signed into law on July 4, 2025, introduces sweeping changes to business taxation and operations. With over 35 major provisions affecting everything from capital investments to reporting requirements, understanding these changes could...
by lightforcemarketing | Jun 20, 2025 | Financial Planning, Retirement
As you approach retirement, the financial decisions you make today could significantly impact your quality of life for the next 20-30 years. We regularly meet with clients who are 5-10 years from retirement and facing a common concern: how to manage their tax burden...
by lightforcemarketing | Feb 4, 2025 | Financial Planning
As we step into 2025, many Americans are facing a new reality in their financial planning due to significant changes in tax laws. The expiration of key provisions from the Tax Cuts and Jobs Act (TCJA) of 2017 is set to reshape the tax landscape, and...
by lightforceadmin | Oct 4, 2024 | Financial Planning
By Gerald Robinson, CFP® The truth is that all investments involve some degree of risk. Understanding and managing those risks with solid risk management strategies is key to helping investors move toward their financial goals and make wise decisions. Over my 25 years...
by lightforceadmin | Aug 6, 2024 | Financial Planning
By Gerald Robinson, CFP® Investing is never completely straightforward. However, a close look at the current mid-year market update shows us that even for seasoned investors, things are (probably) going to be a little turbulent for a while. If you’ve been in the game...
