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tax advisor

Getting A 2022 Tax Advisor As An American Expat

Are you a US citizen living abroad? Are you confused and not sure what the regular filing procedures are for taxes in 2022? A tax advisor will make a world of difference. Are you looking for a professional tax advisor to help you with your Federal Income Tax Returns? Saddock Advisory has a team of […]

asset allocation models

Asset Allocation Models: Some FAQs

Placing all your money on your favorite horse is a gamble. If the horse wins, you win, but if it loses, you lose all the money you had riding on it. When investing your money, you don’t have to put all your money on one “horse,” or one asset. Instead, you can put your money […]

SMART business goals

Making SMART Business Goals for 2022

In any business, goal setting plays a central role in the company’s growth and development. This holds true no matter the company’s size, industry, age, or location. Goals are a necessary part of growth; they prevent stagnation, encourage focus, and set a business up for long-term success. When done right, goal setting is a great […]

business year end financials

Taking Care of Business Year-End Financials

The end of the year is a time of transitions. It’s a chance to reflect on the past year and to set your sights on what’s to come. For business owners, the first thing that comes to mind is probably taxes. The end of the year often means being busy with the books and financial […]

types of financial goals

The 3 Main Types of Financial Goals

We refer to financial goals as investments, savings, and targets for spending. Financial goals are put in place for you to make achievements over the short, mid, and long-term. We determine our goals by our current stage of life, but no matter what, it is paramount that we have goals of some kind.   Add […]

estate planning

Your Estate Planning Checklist

Estate planning is not just for the wealthy. Financial mastery is about mindful planning, no matter how large or small your estate is. You need your assets to go to the right people when you die (or should you become incapacitated). In either case, careful estate planning will prove to be a lifesaver. Estate planning […]

personal cfo

Why You Should Hire A Personal CFO

As a business owner, you simply cannot do it all. No matter how smart you are at what you do. You cannot be an expert in every area of your financial life. A personal CFO (or Chief Financial Officer) may just be the essential part that is missing. At Saddock Advisory, our team’s wealth of […]

business exit strategy

Preparing A Business Exit Strategy

An exit plan enables a business owner to liquidate or reduce his or her portion of a business, should that time in a business’s life arise. A business exit strategy describes and outlines the form that an exit transition will take. Successful businesses will make a substantial profit when reducing or exiting a business. On […]

tax planning for retirement

Are You Tax Planning for Retirement?

Will I be paying taxes when I retire? It’s a question you should definitely be considering. This is where being smart about tax planning for retirement comes into play. You can enjoy your golden years without the worry of paying taxes and preserve your life’s savings to continue living in comfort. The secret lies in […]

strategic planning process

The Strategic Planning Process: 2021-2022 Edition

Strategic planning is one of those business buzzword phrases that is always talked about but isn’t always turned into action. It should turn into action, though. This is because strategic planning is one of the most important steps you can take to improve your business’s chances of success and sustainability. It takes some time, sure, […]