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Business Acquisition

Maybe you are a business owner already. That’s awesome. Owning a business is a source of so many avenues for building wealth. But have you ever thought about buying other businesses? If so, what kinds of businesses would you consider? When a company has excess cash reserves on hand, it is a great problem to […]

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Meet February’s uncommon clients – Ricky and Holly De Hamer

Ricky and Holly are both Iowa natives. They got married eleven years ago, spent a little time as Minnesotans, and decided to head back to Iowa to be closer to family and build their dream life together. They have three kids under the age of eight, so their house is a bustling, energetic place! Both […]

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Does Your Business Offer a Retirement Plan?

How is your business set for funding your retirement plan and the retirement plans of your employees? This can be a solid benefit for employees, but what is the right instrument for your situation? We work with several IRA-based plans, including Payroll Deduction IRAs, SEP, and Simple IRAs. There are also 401(k) Safe-Harbor plans that […]

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How to Best Leverage Your Primary Residence

Your personal residence is one of your best assets and one of the easiest to leverage in building wealth.  Your home is one of the easiest assets to lend against and can provide much-needed capital in the event of a growth opportunity. Hear us; we are not saying to take out debt just to take […]

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What is Your Business Debt Elimination Strategy?

When you have cash on hand in a business, one part of your treasury reserve strategy should be debt reduction. A balance of working capital, debt reduction, and short-term investment is a much better use of that cash than just a pile of it sitting in a savings account. So how should your business deal […]

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Should Cryptocurrency be Part of your Corporate Treasury Strategy?

Could cryptocurrency fit into your strategy for managing your short-term cash on hand? We’re in the middle of a series of articles about how businesses can best utilize their cash reserves—building a comprehensive corporate treasury strategy. Crypto Basics We believe cryptocurrency can be part of that strategy. Cryptocurrency is a method of banking. Cryptocurrency is […]

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How Your Business Can Use Uncommon Banking

Uncommon Banking is our term for using a guaranteed whole life insurance policy as your own personal bank by using the cash value of the policy. If you have been following our work, you have probably heard us mention it—often! It is a powerful tool in personal finance, but it can also be a powerful […]

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January’s uncommon clients — Tammy and Dave Matthey

Tammy and Dave Matthey have four adult children and eight grandchildren. One of their biggest blessings is that all of their children and grandchildren live within a mile of them. Tammy & Dave worked hard their entire lives. They’ve been incredibly valuable employees and were rewarded for their contributions. They were always good about saving […]

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Should Your Company Use a Brokerage Account?

We have been running into a challenge faced by many business owners lately: what to do with excess cash on hand. From weathering COVID-19 well, PPP funds, and potentially EIDL loans, there are a lot of corporations sitting on excess cash. Previously, we defined excess cash or reserves as cash above what your monthly reserve […]

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How Should You Manage Corporate Savings or Cash?

In our conversations with business owners, a topic that keeps coming up is how to manage excess cash on hand. While we have a lot to say about how to manage the profits of your business, the obvious starting point is savings. How much should you have on hand, and what should it be earmarked […]

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