tax planning

Tax Planning 2022: Hold On To Your Documents!

What is your tax plan for 2022? Because it’s that time of year again. This year, just like any year, if the IRS audits you, you will need to have supporting documentation. But the IRS is dealing with backlogs of unprocessed tax returns that date back to 2020. So, like you, they are also wading […]

compound interest

The Power of Compound Interest

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 […]

financial identity theft

How Financial Identity Theft Could Affect You

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 […]

cfo services

CFO Services: Hiring The Best Option For You

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 […]

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 […]