Beyond the 401(k): Tax Savings Many Business Owners are Missing
Ask most business owners how they picked their retirement plan, and...
Beyond the 401(k): Tax Savings Many Business Owners are Missing
Business Planning
Hoping Your Key Employees Stay? Here’s How to Plan for It
Hoping Your Key Employees Stay? Here’s How to Plan for It
If you plan to close the doors the day you're done running this business,...
What 5 Business Owners Wish They’d Known Before They Sold
What 5 Business Owners Wish They’d Known Before They Sold
Going into this project, I expected to write a story about loss. When...
The Solo Business Owner’s Path Toward Financial Independence
The Solo Business Owner’s Path Toward Financial Independence
If you are a solo business owner, you probably don’t have a large team or...
Life After the Business: Setting Intentions for the Next Chapter
Life After the Business: Setting Intentions for the Next Chapter
January brings a unique mix of fresh energy and strategic reflection....
From Making Money to Building Wealth: A Guide for Business Owners
From Making Money to Building Wealth: A Guide for Business Owners
Many successful business owners share a common story: they have the...
Maximizing Your Estate: A Case Study in Premium Financing
Maximizing Your Estate: A Case Study in Premium Financing
Are you considering the future of your wealth and how to pass it on to...
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
As a business owner, planning for the future of your company is as...
Corporate Transparency Act: New Reporting Requirements for Businesses
Corporate Transparency Act: New Reporting Requirements for Businesses
Do you own all or part of an LLC, Corporation, or other business entity?...
Ensuring Your Business Thrives When You’re No Longer at the Helm
Ensuring Your Business Thrives When You’re No Longer at the Helm
If you're like many business owners we serve, your company is more than a...
Understanding Retirement Income – Where Does Your Paycheck Come From?
Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to...
5 Tips to Avoid Common S Corporation Mistakes
5 Tips to Avoid Common S Corporation Mistakes
The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.
Do I Need Life Insurance?
Do I Need Life Insurance?
Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here’s a simple breakdown of the types and applications of life insurance.
Buy-Sell Agreements in Business Succession Planning
Buy-Sell Agreements in Business Succession Planning
For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here’s what to know about Buy-Sell Agreements.
Avoid These 5 Pitfalls When Selling Your Business
Avoid These 5 Pitfalls When Selling Your Business
Few will ever go through the process of selling a business. Here are five pitfalls to avoid if you happen to be one of the lucky ones who have the opportunity to sell!
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.