Joe Dallo, AIF, JD, EE - Financial Engineer at Financial Focus

Joe Dallo, AIF, JD, EE - Financial Engineer at Financial Focus Striving to Help Chaldean Business Owners Reduce Taxes & Protect Family Wealth | Aiming to Help You Keep More of What You Earn & Pass It Down Right

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org"

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residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Juneteenth commemorates June 19, 1865, when federal troops arrived in Galveston, Texas, two years after the Emancipation...
06/19/2026

Juneteenth commemorates June 19, 1865, when federal troops arrived in Galveston, Texas, two years after the Emancipation Proclamation, to enforce Abraham Lincoln’s order to end slavery in the rebelling state farthest west

It’s been observed as a day to honor this history and celebrate Black culture and resilience, and it officially became a federal holiday in 2021.

In observance of the holiday, our office will be closed on June 19th. We’ll be back on Monday, June 22nd. We hope you have a meaningful and joyful Juneteenth!

06/17/2026

As a business owner, have you thought about what would happen to your company if something unexpected occurs? Planning for the unplanned is crucial to ensure your business continues to thrive. Whether it's identifying a successor or creating contingency plans, proactive preparation can make all the difference. 📊✨

If you need guidance on securing your business's future, give me a call at 248-914-8146. Let's ensure your legacy continues to grow.

When the U.S. Mint halted new penny production in late 2025, many business owners and consumers are evaluating what this...
06/15/2026

When the U.S. Mint halted new penny production in late 2025, many business owners and consumers are evaluating what this change means for day-to-day transactions. As the supply of pennies gradually declines, the shift toward rounding cash payments to the nearest nickel is expected to become standard practice. Swipe to learn more.

As payment practices continue to evolve, staying informed matters. If you have questions about how this shift may affect your budgeting, tax reporting, or business operations, contact us for guidance.

06/11/2026

Protect your business with effective asset protection strategies! 🛡️ I understand the importance of securing your assets to ensure your business thrives without risk. Reach out to me today at 248-914-8146 to discuss how we can help safeguard what matters most.

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term we...
06/09/2026

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term wealth and financial independence when it is aligned with your broader financial plan. Swipe for more information.

Our team helps evaluate how a home purchase fits alongside retirement savings, investment strategy, and cash-flow planning. If you are considering a purchase or refinance, we are here to help. Reach out for a consultation today.

When evaluating bonds for your portfolio, one key question to ask is: How strong is the issuer’s ability to repay its de...
06/04/2026

When evaluating bonds for your portfolio, one key question to ask is: How strong is the issuer’s ability to repay its debt? That’s where bond ratings come into play. Swipe through for a breakdown of how bonds are rated and what those ratings mean for you.

If you would like to review your current bond holdings or discuss how fixed-income investments fit into your broader financial strategy, contact us today. Our team is here to help.

06/02/2026

Did you know you can rent your home to your business for up to 14 days a year and receive tax-free income? This strategy, known as the Augusta Rule, allows homeowners to rent their personal residence to their business for meetings or events, with the rental income excluded from taxable income. ([accountants.intuit.com](https://accountants.intuit.com/taxprocenter/tax-law-and-news/augusta-rule-offers-tax-savings-for-rentals/?utm_source=openai))

To qualify, the rental period must not exceed 14 days per year, and the rental rate should be fair market value. Proper documentation, including a formal rental agreement and records of the business purpose, is essential. ([forbes.com](https://www.forbes.com/sites/kellyphillipserb/2024/04/11/the-augusta-rule-can-help-you-save-money-if-you-can-master-the-rules/?utm_source=openai))

Implementing the Augusta Rule can provide significant tax savings for business owners. If you're interested in learning more about how this strategy can benefit you, feel free to contact me at 248-914-8146.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. Thi...
05/21/2026

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. This can lead some new grads to push off investing until the “perfect time” in the future.

Here’s why that can be a bad strategy: Time is one of the biggest advantages we have when it comes to investing. Starting early gives your money more chances to grow — even if you’re only investing a little each month. That growth might not look obvious on a day-to-day basis. But as the years pass, the difference can become much clearer.

You don’t need a lot of money to get started with investing. The most important thing is to start early. Even small contributions to your own investment accounts or employer-sponsored accounts like 401(k)s, over time, can give your money more chances to grow. The sooner you get started, the bigger the impact it makes to the value of your investment portfolio.

If you want help figuring out what investing could look like for you or have questions about your current strategy, don’t hesitate to reach out. We’re here to help craft an investment strategy that’s right for you.

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security ...
05/19/2026

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security deposit for an apartment can throw your budget off course if you don’t have any money set aside.

Savings can give you a crucial safety net. Even having a small cushion makes those moments, like car breakdowns or surprise medical expenses, easier to handle. Start by building an emergency fund that covers several months' worth of expenses, then branch out and save for other wants or needs. Starting with small, consistent savings is the best way to go. The habit matters more than the amount at first.

If you have questions about what kind of savings account or savings strategy makes sense for your situation, don’t hesitate to reach out. We’re here to support your goals.

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31731 Northwestern Highway, Ste 261W
Farmington Hills, MI
48334

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
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