Identity theft can occur both on and offline. It is a universal problem, one that leads to stress and inconvenience. Understanding what it is will go a long way to minimize the risk of falling prey. Unscrupulous identity thieves are using sophisticated methods more now than ever. In this modern reality, you need to know...Read More

The beginning of the year is a great time to hire a CFO! In a nutshell, the duty of a company’s CFO is to oversee the finances of the business. The CFO plays an integral role, handling everything to do with money. That is, any financial data from the past, present, or future of the...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More