Glenn Financial

07/19/2026

Don't let money become a taboo subject. Ensure your children know how to handle finances before it's their inheritance. Consider inviting them to financial meetings or using donor-advised funds to foster discussion and investment.

07/17/2026

Come on out to Smiley’s this evening from 5-7 to enjoy a scoop of ice cream!

We will have door and larger raffle prizes!

07/16/2026

If you own a business - one day you will exit it.

Whether by choice or by a decision forced on you.

The former requires you to be proactive in how you build your business today, the team supporting it, and your financial life outside of the business. It takes time, effort, and dedication to a payoff that may be decades away.

In this episode - Kyle is on "The Financial Fit Couple" podcast hosted by Matthew Gray, CFP®.

We hope you enjoy!

https://youtu.be/AHH8ovpQCXI?is=b6e1SeHxcMUahGuw

Kyle Glenn

07/16/2026

Local friends!

Join us tomorrow for a client appreciation event held at Smiley's Icecream in Bridgewater!

We hope to see you there!

07/16/2026

Discover how to strategically manage taxable income and maximize your Qualified Business Income deduction. This case study shows the power of a Solo 401(k) for significant tax planning.

07/13/2026

Many business owners hate putting dollars into retirement plans..

Check out this opportunity it presents though!

Business owners often overlook retirement plans for QBI deduction. ...

07/11/2026

New business owners: Are you maximizing your Qualified Business Income deduction? A financial planner reviews prior and current tax returns to identify opportunities and ensure your tax planning aligns with your situation. Discuss these crucial adjustments, like retirement contributions or 179 deductions, throughout the year, especially in Q4.

07/10/2026

Many business owners miss out on the Qualified Business Income (QBI) deduction, treating it like a simple standard deduction. While it's a privilege of being in business, it requires specific planning, unlike spending on equipment or inventory. The QBI deduction has income limitations and doesn't create marginal tax savings through spending, but it's crucial to plan for it.

07/09/2026

What is the QBI deduction?

in this video, we discuss what it is, and a few very important planning items that business owners should be aware of. out

Check it out!

https://youtu.be/9t4EIUEhC2k?is=X9WyaS3_88UMMIVQ

🗓️ Ready to talk through your own situation?Schedule a free call w...

07/09/2026

What is the QBI deduction?

in this video, we discuss what it is, and a few very important planning items that business owners should be aware of. out

Check it out!

What The HECK is the QBI Deduction?
https://youtu.be/9t4EIUEhC2k