Tax Planning Archives - Utterly Financial

Podcast

5 Issues Every Practice Owner Must Solve: SLP Money Episode 12

First, here are your free resources... What Issues Should I Consider When Starting a Business…

Craig GoldslagerJuly 12, 2020

Blog Guides

How SLPs and Private Practice Owners Can Save for Retirement

It's never too early, or too late, to start saving for your retirement. Whether you're…

Craig GoldslagerJune 18, 2020

Podcast

SLP Money Episode 8: 5 Metrics to Evaluate your Financial Progress

On today's episode, we discuss how to track your financial progress. Many SLPs are used…

Craig GoldslagerMay 17, 2020

Blog Guides

Selling Your SLP Practice to Fund Retirement

Just like every business is unique, the sale of any business is a unique process,…

Craig GoldslagerApril 30, 2020

Disclaimer

Securities products and advisory services offered through Securities America, Inc., member FINRA, /SIPC . Advisory services offered through Securities America Advisors, Inc. Craig Goldslager, Investment Advisor Representative. Utterly Financial and Securities America are separate entities.

Check the background of our investment professionals on FINRA’s BrokerCheck. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. This material is intended for general use.

All scenarios and names mentioned herein are purely fictional and have been created solely for training purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.