NC financial planner

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  More Than Profit: Aligning Your Charlotte Business with Your Values

  Tags: Aligning Your Charlotte Business with Your Values, business financial planning, Business Strategy, Charlotte Business Owner, Charlotte financial planner, Charlotte NC Financial Planner, Entrepreneurship, Financial Independence, holistic financial planning, legacy planning, Life Goals, NC financial planner, Personal Values, Portus Wealth Advisors, Values-Based Planning, work-life balance
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  Key Considerations for Passing Your Charlotte Business to the Next Gen

  Tags: Business Ownership, business transition, Charlotte Business Owner, Charlotte financial planner, Charlotte NC Financial Planner, estate planning, Family business, Family Dynamics, Family Governance, NC financial planner, Next Generation, Passing Down Business, Portus Wealth Advisors, Succession Planning
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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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  A Day In The Life Of An Investment Analyst

  Tags: A Day In The Life Of An Investment Analyst, Barron's, Charlotte financial planner, Charlotte NC Financial Planner, Client Goals, Fiduciary Duty, Financial Planning, FSInsight, Goldman Sachs, Independent Thinking, InvesTech, Investment Analysis, Investor Sentiment, JP Morgan, Macroeconomic Outlook, Market Research, Morgan Stanley, NC financial planner, Portfolio Management, Portus Wealth Advisors, risk management, Sector Analysis, UBS, Wall Street Journal
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  Advanced Retirement Plan Strategies for Profitable Charlotte Businesses

  Tags: business retirement plans, Cash Balance Plan, Charlotte Business Owner, Charlotte financial planner, Charlotte NC Financial Planner, Defined Benefit Plan, Maximize Retirement Savings, NC financial planner, Owner Contributions, Portus Wealth Advisors, Profit Sharing Plan, Profitable Business, small business retirement, Tax Deferred Savings
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  The Role of a Fractional CFO With Greg Brown | Charting Opportunities

  Tags: Accounting, Business Consulting, Business Decision Making, Business Finance, Business Financial Health, Business Growth, Business Owner Advice, Cardinal Finance, Cash Flow Management, CFO Services, Charlotte Business, Charlotte NC business advisor, Charlotte NC Financial Planner, Charting Opportunities, Entrepreneurship, Exit Strategy, Finance for Business Owners, Financial Leadership, Financial Management, Financial Oversight, Financial Planning, Financial Strategy, Fractional CFO, Greg Brown, Hiring a CFO, M&A Prep, Medium Sized Business, NC financial planner, Outsourced CFO, Part Time CFO, Portus Wealth Advisors, Profitability, Scale Up Finance, Small Business CFO, Startup Finance, Strategic Finance
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  Understanding What Your Charlotte Business is Really Worth

  Tags: Business appraisal, Business Strategy, Business Valuation, Business Value Drivers, Business Worth, Charlotte Business Owner, Charlotte financial planner, Charlotte NC, Charlotte NC financial planning, exit planning, Financial Advisor, NC financial planner, Portus Wealth Advisors, Professional Appraisal, selling a business
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  Top 5 Financial Blind Spots for Successful Charlotte Entrepreneurs

  Tags: business financial planning, business risk management, business tax strategy, Charlotte business owners, Charlotte entrepreneurs, Charlotte financial planner, exit planning, fiduciary advisor Charlotte, financial blind spots, integrated financial planning, NC financial planner, Portus Wealth Advisors, retirement planning integration, strategic planning, wealth management Charlotte NC
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  Charitable Giving With Brandon Davis | Charting Opportunities

  Tags: Appreciated Assets, Brandon Davis, Business Owners, Business Sale, C-Corporation, Capital Gains Tax, Charitable Giving, Charting Opportunities, Complex Assets, DAF, Donor Advised Fund, exit planning, Financial Planning, Gifting Business Interest, Grant Making, National Christian Foundation, NC financial planner, NCF, Non-Cash Assets, Philanthropy, portus wealth, Portus Wealth Advisors, Privately Held Business, Tax Deduction, Tax planning, Valuation, wealth management

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