Violet Maile
3 Saving Habits That will change your life and save you from financial issues
Create a budget: One of the most important habits to develop for financial success is creating a budget. This will help you track your...
top of page
Proactive Planning Insights
Proactive planning insights to help business owners and individuals reduce taxes, mitigate risk, grow business, exit planning, legacy planning and more. We help people move from being reactive to proactive in a holistic and comprehensive method. The content in this blog is general, to see if it pertains to you and how it can impact your situation, schedule a consultation.
Violet Maile
Jan 28, 20231 min read
How to Set Financial Goals
Setting financial goals can help you achieve the financial stability and security you desire. Here are some steps to help you set...
7 views0 comments
Violet Maile
Jan 27, 20232 min read
6 Ways to Manage Personal Finance and why?
Yes, that is correct. Managing your personal finances can help you stay on top of your expenses and income, budget effectively, and make...
6 views0 comments
Violet Maile
Jan 25, 20231 min read
Why InvestingBenefits You More
Investing has several benefits that can help you grow your wealth over time: Compound interest: Investing allows your money to grow...
6 views0 comments
Violet Maile
Jan 24, 20231 min read
Here are six ways to manage personal finance:
Here are six ways to manage personal finance: Create a budget: A budget is a plan for how you will spend your money. By creating a...
4 views0 comments
Violet Maile
Jan 23, 20231 min read
Successful Business Owners Paying Too Much In Taxes
If a business owner is paying too much in taxes, there are several strategies that can help reduce their tax liability: Properly classify...
6 views0 comments
Violet Maile
Jan 21, 20236 min read
3 Reasons Why You Need To Save Your Money
If you want to get out of debt and stay out of debt, you have to set some money aside from each pay cheque. If you want to buy things...
1 view0 comments
Violet Maile
Jan 20, 20232 min read
Why is Children Education Planning important?
One of the most famous quotes by Benjamin Franklin is the following: “An investment in knowledge pays the best interest.” You probably...
5 views0 comments
Violet Maile
Jan 19, 20232 min read
How Do Annuities Work?
Annuities can be optimized for income or long-term growth, but they are not short-term investment strategies. These products appeal to...
0 views0 comments
Violet Maile
Jan 18, 20232 min read
5 Reasons To Review Your Insurance Policies Annually
As a new year is here, it’s a good time to review your insurance policies. Life happens, things change, you want to make sure you are...
2 views0 comments
Violet Maile
Jan 17, 20234 min read
Top 10 Ways to Prepare for Retirement
Financial security in retirement doesn’t just happen. It takes planning and commitment and, yes, money. Remember…Saving Matters! 1. Start...
3 views0 comments
Violet Maile
Jan 16, 20234 min read
Current finance trends for small businesses
People seem to have a positive attitude about launching a small business before the pandemic. Even members of Generations Y and Z are...
0 views0 comments
Antonise De Wet
Jan 14, 20236 min read
5 Financial Needs Small Businesses Should Address
The economy needs small businesses to rebound: Before the pandemic, companies with fewer than 499 employees accounted for nearly half of...
4 views0 comments
Violet Maile
Jan 13, 20235 min read
5 Common Financial Problems That Small Businesses Face
Surviving as a small business was challenging even before the coronavirus pandemic, with only about half of small businesses keeping...
2 views0 comments
Violet Maile
Jan 12, 20234 min read
5 Best Practices to Perfect Rolling Forecasts
In short: Economic volatility has put the shortcomings of traditional budgeting methodologies on full display. The smart money is moving...
1 view0 comments
Violet Maile
Jan 11, 20236 min read
4 Steps to Creating a Financial Plan for Your Small Business
When it comes to long-term business success, preparation is the name of the game. And the key to that preparation is a solid financial...
1 view0 comments
Violet Maile
Jan 10, 20233 min read
Financial Management - Meaning, Scope, Objectives & Functions
Meaning of Financial Management Financial Management means planning, organizing, directing and controlling the financial activities such...
3 views0 comments
Violet Maile
Jan 9, 20233 min read
From Bob to Bob, The Future of Disney Corporation
In November, Disney Corporation announced the reappointment of Bob Iger as CEO, replacing Bob Chapek who had taken over as CEO earlier in...
6 views0 comments
Antonise De Wet
Jan 6, 20232 min read
6 Motivational quotes for Entrepreneurs
Starting and running your own business is both exhilarating and demanding. You will have days when you feel overwhelmed and frustrated....
3 views0 comments
Antonise De Wet
Jan 5, 20232 min read
SECURE Act 2.0 (2023 changes inside)
Happy New Year! I hope you had a fantastic end to your 2022 and are feeling refreshed and ready for 2023. I wish I were bringing over...
4 views0 comments
Antonise De Wet
Jan 4, 20233 min read
5 Pitfalls Entrepreneurs should be aware of
Starting a business from scratch is extremely difficult. On their journey to success, every entrepreneur experiences numerous hurdles and...
5 views0 comments
Antonise De Wet
Jan 3, 20233 min read
Benefits of being an Entrepreneur
The business world and its study are continually evolving; currently, the term "entrepreneurship" is given a lot of weightage. This is...
4 views0 comments
Antonise De Wet
Jan 2, 20234 min read
How to become an Entrepreneur in 2023
Small businesses are the engine that drives the American economy. According to recent statistics, small firms employ more than half of...
6 views0 comments
Antonise De Wet
Dec 30, 20226 min read
Retirement Income "Shock Absorbers"
You’re trying to stream your favorite show, but there's the constant drumbeat of bad economic news. “A recession is coming.” “The markets...
4 views0 comments
Antonise De Wet
Dec 29, 20224 min read
What is the 5-year Roth rule
Roth IRAs provide major tax advantages: the money grows tax-free within the account, and you don't have to pay income taxes when you...
3 views0 comments
Antonise De Wet
Dec 28, 20222 min read
Roth IRA vs. Traditional IRA which one should I choose?
An individual retirement account (IRA) is a means to save for retirement while also saving taxes. Designed largely for self-employed...
10 views0 comments
Antonise De Wet
Dec 27, 20224 min read
Roth IRA: What is it and how does it benefit me?
An individual retirement account (IRA) is a type of retirement savings account. A Roth IRA is a form of tax-advantaged individual...
8 views0 comments
Antonise De Wet
Dec 26, 20223 min read
4 Last-Minute Tax Saving Strategies to Use Before December 31
It's time to start thinking about year-end tax planning as 2022 draws to a close and to start taking the essential steps to lessen your...
3 views0 comments
Antonise De Wet
Dec 23, 20224 min read
The benefits of a positive mindset for small business owners
Do you let negative ideas influence your decision-making? Do you ever feel like you're trapped on a problem from the past? Brian Tracy,...
5 views0 comments
Antonise De Wet
Dec 21, 20223 min read
The importance of positive thinking for business owners
There are several interviews with corporate titans who claim to know the key to success. Many of them credit their success to their...
8 views0 comments
Antonise De Wet
Dec 20, 20223 min read
Business Leaders Planning For Q1 2023: Financial Advice
A SWOT analysis of your small business's strengths, weaknesses, opportunities, and threats is the ideal thing to perform at the end of...
6 views0 comments
Antonise De Wet
Dec 19, 20223 min read
Christmas gifting on a budget: 5 ideas to help you save money!
Nearly time for Christmas! You may be starting to worry about shipping deadlines if your shopping list is still lengthy and intimidating...
4 views0 comments
Antonise De Wet
Dec 16, 20225 min read
WILLPOWER GAP and GOALS: How to Improve Self-Control and Enjoy Greater Success in Life
Talent, a high IQ, or self-control? Which matters more to success in life? Which matters more to happiness? Believe it or not, it's NOT...
6 views0 comments
Antonise De Wet
Dec 15, 20225 min read
3 Big money moves to make before you turn 45
The "old" way of investing is, well, old. Your parents handled money in a different way than you do: • For one thing, they did not...
4 views0 comments
Antonise De Wet
Dec 14, 20224 min read
The Long-Term Care Annuity
If you are approaching retirement age, you must begin planning for long-term care. This can involve securing the greatest long-term care...
3 views0 comments
Antonise De Wet
Dec 13, 20224 min read
The variable annuity
A Variable Annuity: What Is It? With a variable annuity, you can buy the right to receive a stream of income for your lifetime or a...
9 views0 comments
Antonise De Wet
Dec 12, 20223 min read
How much should you invest in your 401K?
You probably have a lot of questions and worries about investing for retirement, regardless of your age. What options are available, how...
5 views0 comments
Antonise De Wet
Dec 9, 20223 min read
Things to consider this festive season as a small business owner
Holiday bonuses have long been used to express gratitude to employees. While there are numerous ways to express gratitude, financial...
6 views0 comments
Antonise De Wet
Dec 8, 20223 min read
The influence of inflation on holiday spending
How Americans shop is evolving due to inflation. Despite the fact that Thanksgiving weekend is one of the busiest shopping weekends of...
4 views0 comments
Antonise De Wet
Dec 7, 20222 min read
Making room for hope
How hopeful are you feeling about 2023, on a scale of 1 to 10? Please reply to my message and let me know. Over the past few weeks, there...
3 views0 comments
Antonise De Wet
Dec 6, 20222 min read
Why is inflation so high and what is next?
The price of food, housing, and utilities have all seen significant hikes recently, pushing inflation close to a 40-year high. Further...
6 views0 comments
Antonise De Wet
Dec 5, 20223 min read
The S&P 500: 2 month rally - What is next?
The benchmark S&P 500 index of US stocks officially entered "bear market" territory in June 2022. This represents a drop of more than 20%...
3 views0 comments
Antonise De Wet
Dec 2, 20224 min read
The immediate fixed annuity: Advantages and Disadvantages
The future looks bright for the next generation of retirees since we're living longer, with the number of US centenarians rising from...
8 views0 comments
Antonise De Wet
Dec 1, 20223 min read
How to manage your finances this festive season
The holiday season isn't simply about the joy and hope that it offers. During the holidays, we often take stock of our lives, the year...
3 views0 comments
Antonise De Wet
Nov 30, 20223 min read
Financial Hacks for Small Business Owners
Entrepreneurship in the twenty-first century is all about identifying a need and developing innovative solutions to existing problems in...
11 views0 comments
Antonise De Wet
Nov 29, 20225 min read
Small Business owners take note of Employee Retention Credit: Don't leave money on the table
The Employee Retention Credit (ERC), the most attractive tax incentive, was recently amended by Congress. Available to entrepreneurs...
27 views0 comments
Antonise De Wet
Nov 28, 20224 min read
What does Cyber Monday mean for Small Businesses?
Once more, it's that time of year! Small companies all across the world are getting ready for the holiday season and Cyber Monday, one of...
3 views0 comments
Antonise De Wet
Nov 25, 20223 min read
Black Friday pitfalls to watch out for
It's crucial to have a shopping plan if you're going to brave the stores on Black Friday. By doing this, you can avoid long lineups and...
3 views0 comments
Antonise De Wet
Nov 24, 20223 min read
What to be thankful for as a small business owner
All year long, count your blessings since we all experience periods when we are overwhelmed by the bills we have to pay, the past-due...
3 views0 comments
Antonise De Wet
Nov 22, 20223 min read
What should you know about applying for a loan as a Small Business owner?
Is this your first foray into the world of small business loans? One of the first steps to starting your business is applying for a small...
4 views0 comments
bottom of page