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

Do you have enough money saved for your children’s education? What about for your golden years? There is still time to put your money to work and accomplish these and other financial goals in your life. And it’s simple. The key is to utilize the phenomenon of compound interest. Compound interest can help grow your...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

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,...Read More

The business world has a long tradition of philanthropic giving, especially over the past century. But over time, the concept of strategic philanthropy has developed as a way to challenge how traditional corporate giving has been conducted. More recently, the wider philanthropic and nonprofit sectors have shifted toward a more business-like approach. This is a...Read More

In this increasingly digitalized world, it seems that there are always new programs and platforms advertised to make our lives easier. Some actually do so, while others do not. In this article, we will discuss a digital advance that really can save you a lot of time and unnecessary stress (especially if you are a...Read More

In the business world, acquisitions are generally associated either with growth or a lack thereof. If your business is looking to expand, acquisitions (implemented with a solid acquisition strategy) can be a powerful and effective way to achieve that. However, acquisitions are a complex process complete with many legal, financial, and business details to sort...Read More