The cost of earning a college degree remains an ever-present financial challenge for many families. In 2024, the average college tuition and fees climbed by around 5.5% at private schools and about 2 to 2.5% at public schools. Accordingly, it’s understandable that 93% of parents are concerned about inflation and increasing college costs.   The good...Read More

Most small and medium-sized businesses don’t have the resources to hire an in-house financial expert with the requisite credentials and experience in smart and successful financial strategies. This is why many business owners turn to CFO consulting services. An outsourced CFO has all the benefits of a top financial manager and Chief Executive Officer. However,...Read More

If you are a business owner, having a strategic plan for when you are ready to retire or move on to the next adventure should be a cornerstone of your overall business strategy.  Our team at Saddock Advisory can help you develop a tailored exit plan that aligns with your personal and financial goals, ensuring...Read More

Estate planning is a cornerstone of a strategic financial plan. While it often doesn’t take the same kind of precedence as saving for retirement or your child’s education, estate planning should not be overlooked when setting long-term financial goals.  An expert financial advisor is your best resource for sifting through the many decisions and details...Read More

Business accounting services entail more than just keeping a running tab of income and expenses.   Most organizations can benefit operationally and financially from having a small business accountant on the team. Unfortunately, most small businesses don’t have the resources or budget to add this full-time position to the payroll.  Why Accounting Services Are Vital for...Read More

Maintaining a successful small business requires a constant eye on financial planning, tax strategies, and future trends all year long. However, these initiatives are especially important when the 4th quarter arrives.  Financial and tax planning in the fourth quarter accomplishes a range of goals, from ensuring a successful 2024 to minimizing taxes before the end...Read More

Do you know how estate taxes might affect your legacy, and do you have the best strategies in place to minimize their impact?  Estate planning is an essential venture for anyone who wants to minimize the financial burdens on their loved ones when passing along assets to future generations.   Therefore, an established estate planning services...Read More

The business landscape is constantly evolving, and there’s a broad and growing trend of outsourcing critical roles in a company’s structure to professional teams that can provide unparalleled insight. Therefore, when it comes to all aspects of a business’s finances, a CFO consultant or a CFO consulting services provider can be a game-changing asset that...Read More

As college costs continue to rise, it’s important to explore tax planning strategies and education credits that can help manage tuition and expenses more effectively. According to 2024 statistics, the average cost of attending an in-state college is a total of $108,584 for four years, and that number climbs to $182,832 for out-of-state students and...Read More

One advantage of tax planning is that it provides more income throughout a lifetime, even and especially during your retirement years. Tax planning and management entails outlining the best tax strategies now and for years into the future. Therefore, when it comes to this in-depth tax planning, Social Security benefits and taxes should always be...Read More