Boljuncic Financial Services

09/10/2020

My good friend Jos Herman is a CPA. She’s a tax specialist that works with me when business owners have challenges...

By Jos Herman, BComm, CPA, CA, CFP, TEP April 27, 2020 When individuals think of life insurance, they may provide a spectrum of thoughts. First, an individual may recall how it helped their family when their mother or father passed away.

09/08/2020

The first week of September always reminds me of starting new classes, fresh starts, and then in business, planning for Q4 and finishing strong.
I'm going to share some resources over the next few weeks to get a head start on that gameplan.
So if you haven't put a Buy-Sell Agreement together, feel free to reach out and ask for some support. I'm always happy to help.
Meanwhile, 3 things that Business owners can think about when constructing their Buy/Sell or Key Person Agreement:

1. What if you get sick and can't run your business? Who's going to?

2. What happens to your company if you're confronted with the harsh reality of a divorce?

3 What happens to your wealth and legacy when you inevitably pass away?
And what does that final tax bill look like for your spouse, children, or Business partner?

12/20/2019

I sat down with Shannon Peel of MarketAPeel to talk about why I love what I do, for her podcast, UnPeeled.

https://www.marketapeel.agency/stories?wix-music-track-id=4947444464877568&wix-music-comp-id=comp-k3m7j1gd

Let me know what you think of it.

Tammy Boljuncic

11/15/2019

11/15/2019

https://youtu.be/pmsG7y6Hu9Y