How to Build Professional Social Relationships While Running a Small Business

2024-06-20T13:30:40+00:00

You need a healthy social network to make your small business truly successful. Not only can other small business owners help refer clients and customers your way, provide collaboration, and introduce you to useful contacts, but they can also provide an invaluable sounding board on challenges you may face. Below, we discuss eight winning strategies [...]

How to Build Professional Social Relationships While Running a Small Business2024-06-20T13:30:40+00:00

Rich vs. Wealthy – Is There Really a Difference?

2024-05-20T14:48:15+00:00

The terms "rich" and "wealthy" are often used interchangeably. But are they really the same? As the saying goes, "Money talks, but wealth whispers." Here are some of the differences between being rich and being wealthy in terms of money, resources, and public perception. Rich—Flashy, But Lacking Substance Many people aspire to be rich—to go [...]

Rich vs. Wealthy – Is There Really a Difference?2024-05-20T14:48:15+00:00

Small Businesses and the Case for Annuities

2024-05-20T14:28:31+00:00

Annuities are a well-kept secret in the small business financing world. Businesses can use these products in various ways, both to meet their own financial goals and to provide retirement benefits to owners and employees. Below, we discuss a few ways annuities can benefit small businesses. What is an Annuity? An annuity is a financial [...]

Small Businesses and the Case for Annuities2024-05-20T14:28:31+00:00

High Earners and Homeownership: Why It’s More Than Just a Status Symbol

2024-05-20T13:58:06+00:00

For generations, homeownership has been billed as the hallmark of the American Dream. However, for high earners, it can also be a way to reduce taxes, receive more favorable capital gains treatment, and invest in their family's future. Below, we discuss a few benefits of homeownership that can have an outsized impact on households with [...]

High Earners and Homeownership: Why It’s More Than Just a Status Symbol2024-05-20T13:58:06+00:00

Why Financial Teams?

2024-06-03T23:47:51+00:00

Why Financial Teams? When it comes to financial advice, the benefits of working with a team rather than an individual advisor become increasingly clear as your financial needs grow more complex. A team can offer a range of insights and perspectives, bringing a more comprehensive approach to managing your finances. There are a wide variety of [...]

Why Financial Teams?2024-06-03T23:47:51+00:00

Contact Info

391 N. Main St. Suite 107 Corona, CA 92880

Phone: 951-465-6409

Bob Chitrathorn Providence Wealth Planning
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