Estate equalization for business owners: How to do it
Dividing an estate should be easy math, but for business owners the largest asset is often illiquid.
Insurance, Annuities, and Investments
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Ways to sell or transfer a business
Consider the options: ESOP, transfer, sale, or management buyout?
It pays to establish business valuations
Business owners need to understand valuation and why it’s critical for their future.
What owners should know about Qualified Sick Pay Plans
You can help protect your business from a key employee loss by funding a Qualified Sick Pay Plan.
Your family budget and an unexpected expense
Sorting your expenses between the necessary and discretionary will help prepare your budget for bumps.
Keeping your retirement plans in sync with your business
Are you a small business owner planning for retirement? Estimate the value of your business.
Setting financial goals: Retirement
Contributing to qualified retirement plans is just part of the equation.
Setting financial goals: Savings
Set a plan for your savings goals as part of a long-term financial strategy.
Setting financial goals: Income
Don't ask how much you will make, but how much you could make.
Setting financial goals: Debt
View the elimination of debt as a long-term financial goal and create a schedule and plan.
Prepared for a disability? Business overhead insurance
Help protect your business in case of a disability through overhead expense insurance.
Understanding voluntary benefits
Business owners, a successful benefit program can improve overall employee productivity.
Succession planning for your business
Someday you'll have to turn over the reins to someone else. Plan for it.
Selling your business: Planning for the proceeds
After selling your business, you need a strategy to convert proceeds into sources of retirement income.
Forming an advisory council
Is an advisory council, comprised of your business peers, right for your business?
Essential topics in effective employee financial education
By giving your employees effective financial education, you can help them reduce short-term financial stress.
3 challenges delayed employee retirement presents to business planning
Helping your employees keep their plans on track actually benefits your operation in the long run.
Managing debt in a balanced way
Paying off debt is important, but not at the expense of savings and retirement plans.
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