Author: Sara Gelsheimer

The 3 Best Ways to Save on Taxes With Multiple Business Ventures

If you have multiple income streams, there are strategies you can take advantage of to minimize tax expenses. Whether one of your revenue streams is from part-time employment or you're 100% self-employed, there are many factors to consider when you file your annual taxes. Read more…

When Should You Cash in Your Stock Options?

Company stock options have the potential to be incredibly valuable, but cashing them in is often tied to complex emotions. Am I defying my company? How do I know when it's the right time?  Too often we allow our emotions to drive financial decision-making. When we separate our money from our Read more…

3 Financial Gender Gap Things We Can Take Charge On

In 2022, men still out earn women in comparable roles. While society still has a lot of catching up to do, there are things all women can do to better plan and invest in our futures. Read more…

How to Know If You're Financially Ready to Start a Business

Entrepreneurship in the United States is certainly on the rise. If you've been thinking about starting your own business, there are several factors to consider but evaluating your financial health should be your first priority (after writing a business plan). Read more…

8 Ways Women Can Invest in Themselves as Leaders

The working world is going through a revolution due to the global pandemic; professional women have had to navigate age-old issues in new ways. Women made up 47% of the workforce before the pandemic rocked our world, yet accounted for 54% of the initial job losses due to coronavirus shutdowns, Read more…

Video Series - Mistakes Business Owners Make And How to Avoid Them

Starting a business can be overwhelming. Part of ensuring that you're poised for success is having a Certified Financial Planner at your side to make sure you've covered every aspect and protected yourself and your business to the fullest extent. Having the right financial advisor by your side Read more…

Video Series - Mistake #5 - No Retirement Plan

In this video, Senior Wealth Manager, Sara Gelsheimer , speaks to why it's important to set up your own retirement plan as a small business owner . Read more…

Video Series - Mistake #4 Business Owners Make: Independence

Join Senior Wealth Manager, Sara Gelsheimer , for this video where she d iscusses the importance of building a strong advisory board versus being too independent and trying to go it alone in your business. Read more…

Video Series - Mistake #3 Business Owners Make: No Risk Mitigation

Join Senior Wealth Manager, Sara Gelsheimer, as she discusses the importance of being appropriately insured and provides considerations for mitigating risk in your business. Read more…

Video Series - Mistake #2 Business Owners Make: Bad Cash Flow Management

Managing cash flow in a business is vital to survival. Don't miss video #2 on Bad Cash Flow Management in Senior Wealth Manager, Sara Gelsheimer's series on common mistakes business owners make and how to avoid them. Read more…

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