Action Financial Strategies

03/13/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 2PM CT for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/41MCziv

03/06/2025

🚨 We’re Hiring! Associate Financial Advisor 🚨

Action Financial Strategies is looking for a motivated Associate Financial Advisor to join our team in De Pere, WI! If you’re passionate about helping clients achieve financial success and want a clear path to grow in the industry, we want to hear from you.

✅ Career growth opportunities
✅ Hands-on training & mentorship
✅ Make a real impact in clients’ lives

📍 Location: De Pere, WI
🔗 Apply here: https://jobs.wizehire.com/job/personal-financial-planner-associate-financial-advisor-in-de-pere-wi-us-1aa0bdd465ffcd58

Know someone who’d be a great fit? Tag them below! ⬇️

We are seeking a financial advisor or associate financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree i

02/26/2025

Retirement Myth: “I don’t need a plan—my business is my retirement.”
✅ Reality: Many businesses don’t sell for as much as owners expect, and relying on an unplanned sale can lead to financial uncertainty in retirement.

Take a few minutes to listen to our Retirement Readiness Webinar, which breaks down:
✔️ How to properly value and prepare your business for transition
✔️ Smart financial planning beyond your business assets
✔️ Steps to ensure you can retire on your terms

💡 Planning ahead can mean more control, less stress, and a smoother transition.

📺 Watch Here: https://www.actionfinancials.com/retirement-readiness.html

02/25/2025

🔄 Who Will Run Your Business When You Step Away?
Transitioning your business takes more than just handing over the keys. You need a clear plan to help ensure financial security, business continuity, and a smooth handoff.

Some things to consider:
✔️ Selling to an outside buyer vs. passing it down
✔️ How to prepare employees or family members to take over
✔️ The financial impact of different exit strategies

🎥 Our webinar covers all of these -- watch it now👇
https://www.actionfinancials.com/retirement-readiness.html

⏳ Don’t wait until retirement is around the corner—start planning today.

02/20/2025

💡 Do you know what your business is really worth?
Many small business owners assume their business will fund their retirement—but without a valuation and transition plan, you could be leaving money on the table.

✅ Learn how to accurately value your business
✅ Discover strategies for maximizing your sale price
✅ Avoid common tax mistakes when exiting

📺 Watch our Free Retirement Readiness Webinar:
https://www.actionfinancials.com/retirement-readiness.html

📩 Ready to talk exit strategy? Let’s connect.

02/19/2025

Small Business Owners: What’s Your Exit Strategy?
Most business owners don’t have a clear plan for how they’ll transition out of their business—do you?

🤔 Will you:
💰 Sell to a third party?
👨‍👩‍👧 Pass it on to family?
📊 Structure an employee buyout?

If you’re unsure, you’re not alone. Our Retirement Readiness Webinar will walk you through the steps to secure your financial future after business ownership.

📺 Watch Here: https://www.actionfinancials.com/retirement-readiness.html

Comment below with your plan (or what’s holding you back)! ⬇️

02/18/2025

3 Big Retirement Planning Mistakes Small Business Owners Make:
❌ Assuming the business will fund their retirement
❌ Not knowing their business’s true market value
❌ Waiting too long to plan an exit strategy

The good news? You can help avoid these pitfalls with a solid plan in place.

📺 Watch our free Retirement Readiness Webinar to learn how to retire on your terms. 👇

💬 Have questions about your business transition? Let’s talk!

02/13/2025

💼 Small Business Owners: Do you have a plan for life after business?
Running a business and planning for retirement aren’t the same thing. Many business owners focus on growing their business but put off thinking about what comes next.

Our Retirement Readiness Webinar walks you through:
✅ Transitioning your business when you're ready to step away
✅ How to build financial security beyond your business
✅ Common mistakes business owners make when planning for retirement

🎥 Watch Now: head to link in comments 👇😉

📌 Your business is your biggest asset—make sure you have a strategy in place for your future!

02/12/2025

Did you know you can deduct up to $1.25 million in equipment purchases this year using Section 179? With Bonus Depreciation, you can write off an additional 40% of qualifying purchases in 2025.

📹 Watch: Boost Your Business Tax Savings with Section 179 and Bonus Depreciation: https://bit.ly/3WWXM7O

This quick video explains how to maximize these deductions to reduce your tax liability and reinvest in your business.

02/10/2025

If you’re a pass-through entity, you may be eligible for significant savings through the QBI deduction. Proper planning around wages or capital investments now can maximize your eligibility for this deduction throughout 2025.

ACTION STEP: Review your business structure and income distribution with your accountant to ensure you’re optimizing for this deduction.

02/04/2025

There’s still time to lower your 2024 tax liability! You can make contributions to certain retirement accounts—like a SEP IRA or Solo 401(k)—until the tax filing deadline in April. At the same time, consider setting up regular contributions for 2025 to stay ahead of the game.

ACTION STEP: Confirm how much you can contribute to your 2024 retirement plan and schedule ongoing contributions for 2025 to maximize tax savings.

01/29/2025

Take charge of your business tax strategy in 2025
Strategy 1: Evaluate Your Quarterly Estimated Taxes

Avoid surprises by reviewing your income from the first quarter. Setting accurate estimated tax payments now ensures you’re on track and minimizes penalties later.

ACTION STEP: Review your 2024 tax payments and adjust your estimated payments for 2025 based on your current business income.