Year-end has come and gone, and with the New Year, we have new tax laws. As a business owner, you may be looking ahead trying to figure out how to best navigate the complexities of these new laws, but don’t let your 2017 tax filing get lost in the shuffle. (more…)
Bryan Pritchard
A native of New Jersey, Bryan is a diehard sports fan and loves competition. At National Life Group he is an advanced sales consultant where he helps business owners tackle their planning challenges and address their needs.
Born to play devil’s advocate, Bryan enjoys looking at things from different perspectives which allows him to gain a better understanding of the whole picture.
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Five Steps to Consider During Your Annual Business Review
Once a year I go to the doctor for my annual physical. Once a year I bring my car to the local mechanic for a tune up. And similarly, at least once a year you should pull down the blinds in the office, pull out your ledgers and do a comprehensive review of your business. Here are five steps to consider before the end of the fiscal year comes to a close. (more…)
9 Tips to Save for Retirement the Modern Way
When I talk with friends and colleagues about retirement, the term “retirement” doesn’t have the same connotation it once had. Different people, from different generations don’t have the same long term financial goals. Many 30 year olds have watched their parents work their hands to the bone in order to put together enough money for retirement, which for most consists of living out their twilight years as they choose. That lifestyle is not as appealing as it once was. Something changed. Younger generations don’t want the same life as their parents; they want to spend more time, at a younger age enjoying life. Regardless of what “retirement” means to you, in order to truly be able to live the lifestyle you desire, you’ll need financial independence to do so. (more…)
There’s Still Time to Contribute to Your 2016 IRA
Every year as the calendar changes, you start seeing more and more commercials from tax preparation companies reminding you to get your taxes in order. As you gather all the pertinent information for your tax planning (W-2 income statement, medical expenses, mortgage info, etc.), don’t forget you can still make IRA contributions that count for the 2016 tax year. (more…)
It’s Not Too Late to Do a SEP
People grow up in America dreaming big. They want to be their own boss. There will always be those who shun the 9-5 job and who are drawn by the potential of starting their own business, and who can blame them. With the markets in unchartered waters—hello, DOW 20,000—it demonstrates that sometimes big risks reap big rewards. Any successful, profitable business at year’s end ultimately faces the same realization…tax time. (more…)
