Strategy

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  Is Your Charlotte Buy-Sell Funded? Why It’s Critical for Partners

  Tags: Business Partnership, business risk management, Business Valuation, buy-sell agreement, Charlotte Business Owner, Charlotte financial planner, Charlotte NC Financial Planner, Disability Insurance, Funding Buy-Sell, Life Insurance, NC financial planner, Partnership Agreement, Portus Wealth Advisors, Shareholder Agreement, Succession Planning
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  2025 Tax Cut Bill

  Tags: Charlotte financial planner, Charlotte NC Financial Planner, child tax credit, Congress, Donald Trump, economic impact, Estate tax, federal revenue, House Ways & Means, income tax, individual income tax, IRS data, NC financial planner, overtime pay, Portus Wealth Advisors, QBI deduction, SALT deduction, standard deduction, Tariffs, tax bill, tax brackets, tax cuts, Tax Cuts and Jobs Act, tax cuts and tariffs, Tax law, tax legislation, tax on tips, tax policy, tax provisions, tax reform, TCJA
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  Is It Ever Too Early? The Right Time for Charlotte Business Owners to Start Succession Planning

  Tags: Business Ownership, business succession planning, business transition, Business Value, Charlotte Business Owner, Charlotte NC, Entrepreneurship, Exit Strategy, financial planning for business owners, legacy planning, Small Business Strategy, Start Early, Succession Planning
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  401(k) vs. SEP vs. SIMPLE: Choosing the Right Retirement Plan for Your Charlotte Business

  Tags: 401k, business retirement plans, Charlotte business advisor, Charlotte NC retirement plans, corporate retirement plans, employee benefits Charlotte, Portus Wealth Advisors, retirement plan comparison, SEP IRA, SIMPLE IRA, small business retirement, tax advantages business
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  5 Steps To Prepare Your Charlotte Business For A Successful Sale

  Tags: Business Exit Planning, business transition, Business Valuation, Charlotte business advisor, Charlotte NC business sale, Exit Strategy, M&A preparation, Maximize Business Value, Portus Wealth Advisors, prepare business for sale, selling a business
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  Why Charlotte Business Owners Need Integrated Financial Planning

  Tags: business financial strategy, business owner financial planning, business owner retirement, Charlotte NC business advisor, Charlotte NC financial planning, fiduciary financial advisor Charlotte, holistic financial planning, integrated financial planning, wealth management for business owners
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  April 2025 Financial Planning Strategies

  Tags: April 2025 Financial Planning Strategies, Asset Allocation, Bear Market, Emergency Fund, Financial Planning, investing, Investment Strategy, Investor Psychology, Long-Term Investing, Market Correction, Market Volatility, Personal Finance, Portus Wealth Advisors, Retirement Planning, risk management, Tax-Loss Harvesting, wealth management
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  Tariffs… Post-Liberation Day Reflections and Portfolio Positioning

  Tags: China trade, earnings forecast, economic impact, geopolitics, international trade, investing, Market Volatility, protectionism, recession risk, risk management, stock market, Tariffs, Trade Policy, trade war, US Economy
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  Managing Stress As A Business Owner | Charting Opportunities

  Tags: Aging, Biohacking, Blue Zones, Breathwork, Cancer, Cardiovascular Disease, Charlotte financial planner, Charting Opportunities, Chronic Disease, Community, Corporate Wellness, Cortisol, Diabetes, Dr. Jorge, Employee Engagement, Employee Wellness, Executive Health, Exercise, functional medicine, Health is Wealth, Health Optimization, Health Span, Health Tips., Healthcare, Heart Health, Hormones, Inflammation, Integrative Medicine, Isolation, Life Span, Lifestyle Medicine, Loneliness, Longevity, Medical Advice, Medical Testing, Meditation, Men's Health, Mental Health, Mindset, NC financial planner, Neurodegenerative Disease, Nutrition, Peak Performance, Peptides, portus wealth, Portus Wealth Advisors, Preventative Medicine, Recovery, Sleep, Social Connection, Stem Cells, Stress Management, Wellbeing, Wellness, Women's Health, work-life balance, Workplace Stress
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  March 2025 Financial Planning Strategies

  Tags: Budgeting, Debt-to-Income Ratio, Financial Advice, Financial Goals, Financial Planning, Financial Strategy, Home Affordability, Home Buying, Home Equity, Homeownership, Investment Property, March 2025 Financial Planning Strategies, Mortgage, Mortgage Rates, Personal Finance, Portus Wealth Advisors, Real Estate, Real Estate Investing, Second Home, wealth management

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