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How to Build Generational Wealth

If you look at the world’s wealthiest people, you’ll find that many of them were born into wealthy families. But regardless of your background, you can make smart decisions today to build wealth, grow it, protect it, and pass it down to your loved ones for generations to come. Generational wealth comprises financial assets, such […]

Written by prositesfinancialJan 26 • 2 minute read

How to Keep Good Records for Tax Time

If you fail to keep good records throughout the year, tax time can be a challenge. Therefore, you should closely monitor your revenue, expenses, and potential deductions throughout the calendar year to ensure a complete and accurate tax return. The guidelines and principles below will help you collect essential documentation for your business. Why Is Record Keeping […]

Written by prositesfinancialAug 18 • 2 minute read

What to Consider When Choosing a Financial Advisor

Financial advisory plays a vital role in the success of any business. The best counsel can help you navigate through the process of creating long-term, sustainable wealth. A professional financial advisor will understand your unique financial needs and perform due diligence to determine how to address your goals. Whether you’re interested in advice to plan […]

Written by prositesfinancialOct 30 • 4 minute read

10 Business Tax Savings Strategies You Can Use Before the Year Ends

Many small business owners often think of taxes as a once-per-year sprint to file by April 15. However, taxes play a significant role in your business’s performance, and investing the time to strategize is well worth the effort. All the decisions you make throughout the year have consequences, and that’s why it’s essential to create […]

Written by prositesfinancialOct 23 • 5 minute read

What is a W-9, and Who Needs One?

If you are an independent contractor or freelancer such as a vendor, consultant, accountant, or architect, the company that hires you will require you to fill out a W-9 form. This is a very straightforward way to send critical information. However, because you do not submit it directly to the IRS, you need to be […]

Written by prositesfinancialOct 8 • 3 minute read

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