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Young couple sitting on couch, man holding documents, woman looking down at laptop
05.13.26
Ross Gobel, CFP®

The Hidden Cost of Doing Nothing: How Inertia Shapes Your Financial Life

Blog
Wealth Management

One of the most common things I see in financial planning is not someone making a “bad” decision. More often, it’s that no decision gets made at all. Life gets...

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Person, holding, boxes, boxes, in, background, moving
05.12.26

Moving to a New State? Review the Tax Implications First

Articles
Individual Tax & Planning

Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state. And establishing residency for tax...

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05.11.26

Tax Identity Theft: Businesses Are at Risk, Too

Articles
Business Owners
Business Tax

Tax identity theft isn’t limited to individual taxpayers — businesses are also targeted through their Employer Identification Numbers (EINs), payroll systems and tax filings. The financial impact of these crimes...

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Growing,Plant,Step,With,Coin,Money,start,Your,Investment,On,Today
05.06.26

2 Retirement Plans for Small Businesses with Lean Budgets

Articles
Business Owners
Retirement 401k

Most business owners would like to offer their employees a 401(k) retirement savings plan with all the bells and whistles. But for small businesses with lean budgets and small staffs,...

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Hemp leaves on the background of the sky and the sun in summer at sunset
05.05.26

The Hemp Ban and the Future of Regulated Cannabis

Webinar
Cannabis

BGM and Marijuana Policy Project (MPP) invite you to join us for an in-depth look at how the cannabis and hemp community – and state legislatures – are responding to...

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Production,Engineer,Working,In,Commercial,Business,Building,With,The,Structural
05.04.26

Cost Segregation Studies Can Reveal Substantial Tax Savings

Articles
Business Owners
Business Tax

Businesses that own commercial real property may be sitting on an overlooked treasure chest of tax savings — and a cost segregation study can be the key to unlocking it....

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Interracial,Group,Of,Young,Business,People,Standing,On,Street,Outside
04.30.26

Strategic Alliances: Collaborate Now, Possibly Combine Later

Articles
Business Owners

Even if you aren’t currently preparing to sell your business, you might want to think strategically about your eventual buyer. Sophisticated buyers won’t only look at your financials, they’ll also...

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American,Money,In,A,Tip,Tray,When,Paying,A,Bill
04.28.26

IRS Issues Final Regulations on Tips Tax Break

Articles
Business Owners
Business Tax
Individual Tax & Planning

Last year, a new income tax deduction for qualified cash tips went into effect under the One Big Beautiful Bill Act (OBBBA). The break is scheduled to expire after 2028....

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Middle-aged business man sitting at a desk at a corporate office building, sitting in front of laptop and taking notes in a notebook
04.28.26

Hot Topic Webinar: Longevity Planning

Webinar

Wednesday, May 27, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. What does it take to live longer while...

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Key, dollar sign, key hole, unlock
04.27.26

Unlock Tax-Free Gains with QSB Stock

Articles
Business Owners
Business Tax

If you run your business as a C corporation, you may be eligible for a potentially significant tax break for qualified small business (QSB) stock. This opportunity has existed for years,...

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BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.