Category: News Room

Sugey Piedra, an enrolled agent, certified tax preparer, and co-founder of Prominence Business & Wealth Management, recently appeared on the Doctor ME FIRST podcast. In the interview, Sugey shared her insights and expertise on what listeners can do to avoid tax season dread. During the conversation, Sugey shared strategies for: Working on your taxes all year long to avoid sticker shock on your April tax bill How to form a strategic tax plan with a tax pro Building a winning finance team for your life and business Leveraging tax advantages…

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Dawn Morin discusses the most common challenges businesses face when seeking commercial loans, and how they can prepare to overcome these obstacles.   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dawn-morin-branch-manager-with-equity-first-financial/  In today’s rapidly evolving business environment, securing commercial loans remains a pivotal challenge for many enterprises. A multitude of factors contribute to the hurdles businesses face, ranging from stringent lending criteria to the complexities of financial documentation. Recognizing these challenges and preparing strategically can significantly enhance a business’s chances of securing the necessary funding. Common Challenges…

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Dan Saccal discusses securing peace of mind in retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-peace-of-mind-in-retirement/ Peace of mind in retirement is a crucial aspect that many individuals strive to achieve as they transition from their working years to a more relaxed phase of life. Dan Saccal, the president of Vision Wealth Management, emphasizes the importance of having a financial plan that includes safe income and growth to help individuals attain that peace of mind during retirement. Dan highlights that the transition to retirement can be…

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Marcia Meredith is launching a new innovative financial software to the global community: RYCHWAY, “The Power of Financial Confidence.” It is a game changer for beginners, advanced users, and the elite. There is nothing like it on the market.

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Jim Britt’s “Cracking the Rich Code, Vol. 12, endorsed by Tony Robbins and with a foreword by Brian Tracy, launches March 20th, revealing new strategies for your life and entrepreneurial success.

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The two companies are advancing their Space Economy partnership.

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Paul Stawinski discusses Navigating Business Continuity: Insights from a Financial Advisor.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-business-continuation-considerations/   Proper planning and funding are essential for business continuation and succession planning. In a podcast episode featuring Paul Stawinski, the founder of CLU Wealth Advisors, the critical importance of having a well-thought-out strategy for the continuation of a business in the face of unforeseen circumstances such as death, disability, or retirement of key personnel is emphasized. Stawinski highlights the significance of having a buy-sell agreement in place, which…

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