Time to Read: 16 Minutes At BWM Financial, we’ve helped executives, engineers, and scientists at San Diego companies with their financial affairs for over 20 years. This often involves navigating the complexities of employee benefits, such as company stock, options, retirement plans, and insurance benefits. Many executives are simply so focused on their career that they lack the bandwidth to spend their time and energy: Deciding between selling vested
Schedule a Time to Chat Get Articles Delivered To Your Inbox Investment advice offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor DBA BWM Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for
Time to Read: 4 Minutes If you and your spouse both have access to an employer-sponsored 401(k) plan, retirement saving is as easy as specifying the pre-tax contribution amount to be deducted from your paycheck. But for many couples, it’s a little more complicated. The decision may be for one spouse to leave full-time
No matter how you may strive for perfection, all business owners make mistakes. Acknowledging possible missteps can help prepare us if they arise. Here are ten of the most common mistakes made by new and seasoned business owners alike:
What type of insurance is best for a business to protect against various types of liability claims? What are the consequences of a lack of insurance and how can you properly protect your business?
Time to Read: 9 Minutes Entrepreneurs take risk. They wager time, resources, and often their own money to make a business dream into reality. After the risky startup phase, however, many grow confident in the future of their company. And yet, hidden threats may still undo their hard work. Our goal is helping people
WEBINAR | Decoding Crypto: A Guide Through the Emerging Field of Digital Assets Know as “Cryptocurrencies”
Time to Watch: 51 Minutes VIEW SLIDES The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only,
Time to Read: 8 Minutes Gathering your tax documents needed to file your returns is a chore, but we’ve tried to simplify it by presenting a series of questions. These questions are intended to help you gather all your key tax information, expedite the filing process, and make sure your taxes are reported correctly.