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The Financial Incline

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Read along as we share ways you can convert high income into last wealth. The Financial Incline will share our guidance through articles, blog posts, videos and interviews. I work closely with business owners and high earning young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. 

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28 Mar: Preparing to Sell Your Business

In this episode, we talk with Ely Friedman who is the Director of the Mergers and Acquisitions Team at VonLehman…

27 Mar: What is the role of a Financial Advisor in managing your Company 401k?

A Financial Advisor plays a big role when it comes to a Company 401k plan. Financial Advisors assist in various…

27 Mar: How should you invest your assets after the sale of your business?

Many business owners want to know how they should invest their assets after the sale of their business. At Incline…

27 Mar: 3 things to consider if you are looking to retire in 2023

If you are looking into retiring in 2023, here are 3 things you should consider: Your account performance The current…

22 Mar: March Madness: Non-Basketball Edition

The monthly Fed/CPI/Employment headline-market movement industrial complex was rudely shouldered aside in the last week by a much bigger and…

March Mkt Commentary
15 Mar: March Market Commentary: Why Aren’t Rate Hikes Working

February Recap and March Outlook If there’s an aphorism for February that you could embroider on a pillow, it would…

14 Mar: Owning and Operating Penn Station Franchises

Check out this episode of The Financial Incline where I am thrilled to be joined by Greg Goddard as we…

08 Mar: Planning Your Finances for the Sandwich Generation

Everyone likes a good sammie  – they can be delicious and convenient. But when you’re the filling, it’s a different…