Alexander Potter, CFP® Putting off your financial planning may feel harmless — even smart — when life is busy. But delay comes at a cost. Here’s what you gain, and what you risk, by waiting.
Alexander Potter, CFP® There’s a saying among business owners: “Revenue is vanity, profit is sanity, and cash flow is reality.” But there’s another reality that doesn’t get talked about enough—how much of your hard-earned profit quietly ends up funding Ottawa’s priorities instead of your own.
Alexander Potter, CFP® Most business owners rely on accountants—but that’s only half the equation. Learn how pairing a financial planner with your accountant can help you reach your goals faster and more efficiently.
Alexander Potter, CFP® Too many business owners delay getting insured out of fear—only to discover too late that they no longer qualify; this post explains why it’s always better to know where you stand now.