Alexander Potter, CFP®

January Is Too Late to Start Thinking About January

January Is Too Late to Start Thinking About January

January Is Too Late to Start Thinking About JanuaryAlexander Potter, CFP®
Published on: 23/10/2026

A new year is easier to navigate when the important financial decisions are already underway. Five practical areas business owners can review now to start 2027 with clarity and confidence.

financial confidenceyear end planning2027 goalsinsurance reviewcorporate tax planningcanadian business owners
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You Can’t Control the Headlines. You Can Control This.

You Can’t Control the Headlines. You Can Control This.

You Can’t Control the Headlines. You Can Control This.Alexander Potter, CFP®
Published on: 18/09/2026

The headlines may be noisy, but business owners still have plenty within their control. This post looks at where financial attention is most useful when uncertainty makes it tempting to wait.

sole proprietor financesfinancial planning for business ownersfinancial confidenceretirement planning
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