Brad Kingsley, CEPA®, CFP® | Certified Value Builder

Helping owners grow income, maximize value, and build (or re-build) a business that can run without you - even if you never plan to leave.
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The Key to Scaling Up a Service Business

The Key to Scaling a Service Business

To grow a valuable business – one you can sell – you need to set up your company so that it is no longer reliant on you. This can be easier said than done, especially when, such as a PR consultant or plumber, what you are selling is your expertise. Scaling Knowledge To scale up […]

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coaching, entrepreneur, growth, scaling, small business

The Value of Financial Advice (Updated Research)

The Value of Financial Advice

What is financial advice worth? Is working with a financial advisor worth the cost? Let’s discuss the value of financial advice with updated research data from 2019. Previous Research on the Value of Financial Advice Vanguard performed a study several years ago which showed that someone working with a financial advisor benefited by about 3% […]

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entrepreneur, Fee-Only Financial Planning, Finance

How to Defer Taxes on up to $55k when Self-Employed

SEP IRA, SOLO 401(k), Business Owner Retirement

Taxes for the Self-Employed can be Steep! In addition to regular income tax rates business owners are responsible for an additional “self-employment” tax. Consider that if you are married and earn $200k in 2018, your income puts you in the 24% federal tax bracket. Add self-employment taxes and you’re looking at almost 40% of your […]

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Fee-Only Financial Planning, Finance, small business

How 8 Key Investing Indexes Performed In The Past 10 Years

Investing Asset Classes

Why does a diversified portfolio commonly have a mix of different asset class exposure? Great question! Let’s explore that question and also look at 8 key investing indexes, that track popular asset classes, to see how they’ve performed recently. But first… What Is An Asset Class? Investopedia defines an asset class as “a group of […]

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Fee-Only Financial Planning, Finance, Investing

How We Made Our Second Million

Our Second Million Dollars

We have always maxed out our retirement accounts. That slow-and-steady process allowed me to reach $500k in my early 40s. Combined with my wife’s retirement accounts we recently passed the one million dollar mark. What allowed us to retire early was the amount we had in our taxable investment account. Here’s some background on how […]

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Proverbs 19:20

"Get all the advice and instruction you can, so you will be wise the rest of your life."

About Brad…

Professional:
Certified Business Value Builder
Certified Financial Planner

Previously founder & CEO of OrcsWeb, CloudServers.com, and Cytanium (all sold).

Personal: Christian, husband, father, philanthropist, entrepreneur, and mentor.

Recent Posts

  • The Key to Scaling Up a Service Business
  • The Value of Financial Advice (Updated Research)
  • How to Defer Taxes on up to $55k when Self-Employed
  • How 8 Key Investing Indexes Performed In The Past 10 Years
  • How We Made Our Second Million

Disclaimer

The information contained on this web site is the opinion of the individual authors based on their personal observation, research, and years of experience.

Because each individual’s situation is different, the reader should consider working with a fee-only CERTIFIED FINANCIAL PLANNER™ professional for their specific financial needs.

Investment Advisory

Investment advisory services are offered through Cast Financial LLC (“Cast Financial”), a registered investment advisor located in Nebraska.

Cast Financial is registered in NE & SC. Cast Financial may only transact business in those states in which it’s registered or qualifies for an exception or exclusion from registration requirements.

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