Uncategorized

Startup,Growth,Begins,With,Innovation,,Rocket-inspired,Momentum,,And,Early-stage,Strategies
07.01.26

Open the Door to Investment with a Winning Pitch Deck

Articles
Business Owners

Whether you’re launching a start-up, expanding into different markets, developing a new product or pursuing a business acquisition, attracting investors requires more than a good idea. Investors want to see...

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Review, Social Security, Benefits, Man and Women, Sitting at Kitchen Table, Drinking Coffee,
06.30.26

Will Your Social Security Benefits Be Taxable?

Articles
Individual Tax & Planning

Last year, the new tax deduction for taxpayers 65 and older was sometimes referred to as “no tax on Social Security.” In actuality, this up-to-$6,000-per-individual deduction, also known as the...

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Closeup of someone reviewing financial charts
06.30.26

June 2026 Market Review

Articles
Market Review
Wealth Management

To the Moon (or Mars)? SpaceX IPO highlights the power of the AI narrative, while a growing pipeline of new issuance may reduce a long-standing technical tailwind for U.S. equities....

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Business,Team,Meeting,Brainstorming,Working,Concept
06.29.26

What’s the Right Entity Type for Your New Business?

Articles
Business Owners
Business Tax

Start-ups must choose a legal entity for their business activities. The type of entity you select affects how the business is taxed and who may be held personally liable for...

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Business, Team, Sitting on a bench, outside, city, building
06.24.26

Building Bench Strength for Effective Succession Planning

Articles
Business Owners
Business Tax

Every business will eventually face leadership transitions. Whether key people retire, pursue new opportunities or become unable to do their job, your business must maintain continuity. Often, smooth transitions depend...

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Man talking to senior father on the sofa at home
06.24.26
Ross Gobel, CFP®

5 Financial Conversations to Have Before a Parent Moves In

Blog
Wealth Management

One thing I’ve noticed with many families is that the decision to have a parent move in is rarely just about having an extra bedroom. Sometimes the decision happens after...

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Mastering the 360 Mindset with Jon Meyer artwork
06.23.26
Jon T. Meyer, CFP®

Selling a Business: What Owners Need to Know Before Going to Market with Blake Johnson (Ep. 7)

Podcast

Thinking about selling your business someday? The decisions you make years before a transaction can have a major impact on value, buyer interest, and your options when it’s time to...

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House, For Sale, Sign, sold, on curb, in front of house
06.23.26

When the Sale of an Appreciated Home Triggers Taxes — and When It Doesn’t

Articles
Business Owners
Business Tax

Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell. Of course a large profit...

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Home Office, side business, Desk, Laptop, Shipping boxes, side hustle
06.22.26

Don’t Let the IRS Treat Your Sideline as a Hobby

Articles
Business Owners
Business Tax

Do you operate a side gig in addition to your regular day job? Whether you’ve turned a love for crafting into an online store or you play the guitar at...

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Businesswoman,In,Formal,Suit,Work,In,Workplace.
06.17.26

Behind on Bookkeeping? Here’s How to Get Back on Track

Articles
Business Owners
Business Tax

Running a business requires juggling countless responsibilities. Not surprisingly, bookkeeping tasks often end up on the bottom of to-do lists. The good news is that falling behind doesn’t necessarily mean...

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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.